We are currently seeking a high calibre professional to join our team as an Investment Counsellor
In this role you will:
- Accountable for assessing client need, developing and communicating a comprehensive core portfolio investment strategy, implementation plan and execution. Monitoring to ensure portfolio aligns with clients’ overall pre-agreed objective and risk profile on an on-going basis.
- Focus on constructing, implementing and executing a single bond portfolio.
- Provide updates on investment opportunities to clients, prospects and Relationship Managers
- Coordinate with Investment Services and Product Solutions Group team members to ensure consistency of strategic and tactical approach
- Provide input and support for the development of new business initiatives and product enhancement. Maintain current knowledge of competitors’ investment capabilities, product offering and pricing p...