The Investment Strategist is accountable for supporting the growth of the business by offering timely and well-rendered investment recommendations to High-Net-Worth individual (HNWI) and Institutional clients. […]
Provides periodic market updates, cross asset views and security analysis across multiple asset classes that can be used by clients and Relationship Managers
Assists the Relationship Managers in client portfolio allocations and recommendations and provide other investment advisory functions as needed by HNWI and Institutional clients
Joins and assists Relationship Managers in client/sales...