Senior Investment Advisor – Private Banking

About the role

The Senior Investment Advisor will work closely with Relationship Managers across Private Banking coverage teams to ensure investment products are suitable, conduct portfolio reviews and provide rebalancing recommendations aligned with client risk appetite and time horizon. The role also drives sales quality, client satisfaction and regulatory compliance while positioning the bank as a thought leader in investment solutions.

Key responsibilities

• Oversee client investment portfolios, conduct periodic reviews and document alignment with risk profiles and objectives.
• Advise Relationship Managers on investment opportunities, portfolio adjustments and market outlooks.
• Support acquisition and management of UHNW/HNW client pipelines, contributing to wealth management revenue and fee generation.
• Provide regular market updates, outlooks and product training to internal teams.

Required profile

• Bachelor's degree in Finance, Business, Economics or related field.
• 4–7 years of experience in wealth management, financial advisory or portfolio management.
• Strong communication and presentation skills with ability to engage senior stakeholders.
• Commitment to regulatory compliance and consumer protection standards.

Required skills

• In‑depth knowledge of investment products, financial markets and wealth management strategies.
• Ability to analyse and interpret complex financial data and market trends.
• Familiarity with wealth‑management regulatory requirements.