Senior Associate/Associate, Assistant Investment Counsellor, Private Banking

Senior Associate/Associate, Assistant Investment Counsellor in Private Banking. Assist Investment Counsellors and the sales team with marketing materials; develop and enhance client relationships through understanding requirements and objectives; liaise and coordinate IC marketing efforts with the product desk; support ICs in managing and monitoring client portfolios; gather economic/finance/investment information for IC use; compile product-team recommendations to address client needs; prepare proposals aligned with clients’ asset allocation targets and risk profiles; coordinate meeting and training schedules for ICs; support Equity and FX Advisory desks with account tagging and MIS; participate in other duties and projects as assigned.