IIA Investment Associate, Global Wealth Management (Spanish and English)

Title: IIA Investment Associate, Global Wealth Management (Spanish and English)

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Generate sales or revenue by identifying new business opportunities to gather additional assets and/or increase revenue, having targeted revenue levels for a segment of the book, utilizing an in-depth knowledge of products and services to identify new opportunities within the existing client base, ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels, maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives, managing the e...