Investment Advisor – Wealth & Priority Coverage Advisory

Role

Role Purpose

Priority

Client Portfolio Management & Reviews

• Oversee and review client investment portfolios, ensuring that periodic reviews are conducted and documented to align with clients' risk profiles and objectives.
• Provide guidance on wealth products, asset allocation, and investment strategies to support front line teams across Priority coverage, ensuring alignment with clients' long-term goals.
• Recommend portfolio rebalancing strategies where necessary to ensure client portfolios remain in line with their evolving goals and market conditions.
• Advise Relationship Managers on investment opportunities, client needs, and portfolio adjustments, based on market conditions and client profiles.

Sales & Client Relationship Management

• Support Relationship Managers in managing and signing up NTW clients to support growth of UHNW and HNW client portfolios.
• Responsible for securing and managing the Investment pipeline and playing an integral role in client fundraising/placement of investment offerings.
• Contribute towards achieving the Wealth Management financial & promoting the Fee /recurring income generation
• Provide guidance on asset allocation, investment strategies, and risk management, ensuring that investment are aligned with client objectives, risk tolerance, and time horizon.
• Monitor client feedback and resolve any client-related issues promptly to maintain a high standard of service.

Advisory Expertise

• Stay current with market trends, investment products, and regulatory changes to maintain expertise and ensure the team provides up-to-date advice to clients.
• Ensure adherence to all governance standards and policies applicable to Investment Advisory Team and suitability process.
• Adherence to consumer protection regulations while client engagement.

Market Updates and Outlook

Training & Development

• Provide the Relationship Managers with ongoing product training, market updates, and investment strategy guidance to enhance their ability to support clients effectively.
• Regularly provide market insights, corporate actions summaries, and product updates to ensure the RMs are well-informed and can deliver appropriate solutions to clients.
• Specialist Skills / Technical Knowledge Required for this role:
• In-depth knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication and presentation skills, with the ability to engage effectively with clients and senior stakeholders.
• Ability to analyze and interpret complex financial data and market trends.
• Familiarity with regulatory requirements, particularly in the wealth management space, and a commitment to adhering to all relevant compliance standards.
• Experience with discretionary portfolio management services is a plus,
• Bachelor's degree in Finance, Business, Economics, or a related field
• Minimum of 3 to 5 years’ experience in wealth management, financial advisory, or portfolio management, role.