bdounibank.com
The Investment Strategist will work closely with Relationship Managers to formulate investment strategies and portfolio solutions for private banking clients, providing advisory services, generating product ideas, and ensuring regulatory compliance. The role involves client meetings, creating investment proposals, and conducting portfolio reviews.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for bdounibank.com.
bdounibank.com didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role