Investment Consultant

Job Summary: The Investment Specialist-UFSI is a professional role that supports and guides Relationship Managers and the institutions clients in creating portfolios best fit for all market conditions. The role entails deep knowledge of both the market and the investment outlets available properly position investment portfolios.

Duties and Responsibilities:

Sales & Advisor

• Collaborate with Relationship Managers and Personal Bankers to identify investment opportunities
• Assess customer needs and recommend tailored investment solutions
• Attend customer meetings or sales calls as a product specialist to provide expert advice

Customer Experience

• Develop and recommend customer strategies aligned with clients’ objectives
• Join customer meetings to help resolve escalations related to investment product...