Investment Advisor

Job description

Job Type Full-time Description: SUMMARY: The Investment Advisor is responsible for conducting investment research, manager evaluation, and due diligence. Manage client relationships. Build new client relationships by leveraging internal partnerships and external networks. ESSENTIAL DUTIES AND RESPONSIBILITIES: Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client. - Manage client relationships by assessing objectives and risk tolerance, establishing appropriate asset allocations, implementing strategies, and reviewing performance to maintain exceptional client satisfaction and retention. - Contribute insights to strategic asset allocation and macroeconomic positioning; identify opportunities and risks across global markets, sectors, and instruments. - Conduct portfolio research, manager evaluation, and due diligence. - Develop new client relationships by actively engaging internal referral sources and expanding external professional networks. - Partner with internal teams—including commercial, residential len...