Senior Investment Advisor - Wealth & Priority Coverage Advisory

About the role

The Senior Investment Advisor will work closely with Relationship Managers across the Wealth and Priority coverage teams to ensure investment solutions are suitable, aligned with client risk appetites, and support the bank’s growth objectives. This role combines portfolio oversight, sales support, and market insight to position the bank as a leading investment advisor.

Key responsibilities

• Oversee and conduct periodic reviews of client investment portfolios, ensuring alignment with risk profiles and objectives.
• Provide guidance on asset allocation, wealth products, and investment strategies to front‑line teams.
• Recommend and implement portfolio rebalancing based on market conditions and client goals.
• Support Relationship Managers in acquiring and managing UHNW/HNW clients, driving the investment pipeline and fee‑based revenue.
• Act as Subject Matter Expert on model portfolios, staying current with market trends, products, and regulatory requirements.
• Monitor client feedback, resolve issues promptly, and maintain high service standards.

Required profile

• Minimum 4 years (48 months) of experience in wealth management or investment advisory.
• Strong knowledge of investment products, financial markets, and portfolio management.
• Proven ability to collaborate with Relationship Managers and influence investment decisions.
• Understanding of regulatory compliance within banking and financial services.

Required skills