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Senior Investment Advisor

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Personal Banking Group
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HEA002628 Requisition #
Thanks for your interest in the Senior Investment Advisor position. Unfortunately this position has been closed but you can search our 11 open jobs by clicking here.

QUALIFICATIONS & EXPERIENCE:

Excellent knowledge of the financial markets and financial tools.

Deep understanding of the global economy and capital markets, equity and fixed income analysis, asset allocation, portfolio construction and risk management for client portfolios, and solid analytic and communication skills

Solid understanding of investments business, asset classes, fund structures and investment processes.

Knowledge of and experience in products sourcing, and management in the investment industry

Experience in various asset classes

Team player with a positive attitude

Ability to work to tight deadlines

Excellent communication skills (verbal and written)

 

Academic requirement:

Bachelor’s Degree in Business, Finance and or Master’s Degree or an industry qualification

CPA/CFA or equivalent will be an advantage

Job Experience needed:

At least 7+ years of experience in a similar environment

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