Investment Advisor – Wealth & Priority Coverage Advisory

This role involves collaborating with Relationship Managers to ensure the suitability of investment products, conduct regular portfolio reviews, and provide rebalancing recommendations based on client risk profiles. As a Subject Matter Expert, the position drives sales quality and client satisfaction while maintaining adherence to regulatory requirements and positioning the bank as a thought leader in the investment space. The role requires providing timely market insights, supporting the growth of high-net-worth client portfolios, and delivering ongoing product training to front-line teams.