Job Summary Investment Associate Sr Analyst/Assistant Vice President – Remote (Hybrid), Mexico. Full‑time position servicing Ultra‑High‑Net‑Worth clients in the United States and providing investment advice and solutions.
Responsibilities - Provide investment advice to UHNWI clients in the United States.
- Support senior team members in delivering investment solutions to clients.
- Monitor markets and provide guidance incorporating the bank’s Investment Committee views.
- Prepare investment policy statements for prospective clients.
- Analyze economic trends and advise on their effects on clients’ portfolios.
- Recommend portfolio changes after evaluating economic, financial, and market factors.
- Develop relationships and generate ideas with bankers and clients to grow the asset base.
- Engage clients on investment themes and solutions and assist in executing investment solutions and trades.
- Attend in...