International Private Bank - Investor Associate - UK, Canada & Caribbean
On-site · New York City, New York, United States
Job Summary
Investment Specialist in the International Private Bank supporting the UK, Canadian, and Caribbean markets. Responsibilities include supporting investment reviews with clients to validate objectives, preparing recommendations of appropriate investment products, assisting with the development of investment policy statements and asset allocation, building relationships with internal clients, coordinating sales efforts with Investors, and adhering to policies and procedures regarding securities transactions and code of conduct.
Required Qualifications
- Bachelor’s degree required
- Series 7 and Series 66 licenses required; license within 90 days of start date
- Insurance licenses required
- Capital markets or institutional brokerage experience
- Ability to multi-task and manage priorities
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
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