Portfolio Advisor, Wealth Management
About this role
Portfolio Advisor, Wealth Management
OH: R161703
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Manages investment activities for a full set of major fee revenue producing accounts, representing high net worth (HNW) ultra-high net worth (UHNW) personal trusts in a Wealth Advisory team.
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Assists in development and recommendations designed to achieve investment objectives for specific individual clients.
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Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
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Developing an influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
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