Working in close partnership with the Relationship Managers, you will be the subject matter expert on multi-asset class portfolios, ensuring that our clients receive proactive, disciplined, and bespoke investment advice.

Key Responsibilitie

• sStrategic Advisory : Provide pro-active, high-touch investment advice on multi-asset-class portfolios directly to UHNW Private Clients, Family Offices, and RMs. You will be the critical link between market opportunities and client objectives
• .Portfolio Oversight : Conduct regular, disciplined portfolio reviews. You will monitor portfolios against changing macro conditions and client life events, ensuring alignment with the bank's recommendation frameworks and risk controls
• .Client Engagement : Pro-actively engage clients with meaningful market updates and actionable investment recommendations. You will be responsible for the timely execution, confirmation, and su...