ATB Financial
Associate Investment Counselor at ATB
Job Description
Join ATB as an Associate Investment Counselor, providing discretionary investment support for High Net Worth clients. Collaborate with Investment Counselors to enhance portfolio management and client relations.
As an Associate Investment Counselor, you will work closely with experienced Investment Counselors to deliver exceptional service to HNW and UHNW clients. Your role involves applying your knowledge of behavioral finance to support investment proposals and manage portfolios under supervision. Build strong relationships with clients and collaborate with internal and external partners to ensure client needs are prioritized.
Key Responsibilities:
• Support ICs in discretionary investment counseling services
• Participate in discussions to tailor Investment Policy Statements
• Recommend portfolio changes based on professional judgment
• Communicate and uphold ATB's investment philosophy
• Oversee client service tasks and relationship maintenance
Requirements:<...
As an Associate Investment Counselor, you will work closely with experienced Investment Counselors to deliver exceptional service to HNW and UHNW clients. Your role involves applying your knowledge of behavioral finance to support investment proposals and manage portfolios under supervision. Build strong relationships with clients and collaborate with internal and external partners to ensure client needs are prioritized.
Key Responsibilities:
• Support ICs in discretionary investment counseling services
• Participate in discussions to tailor Investment Policy Statements
• Recommend portfolio changes based on professional judgment
• Communicate and uphold ATB's investment philosophy
• Oversee client service tasks and relationship maintenance
Requirements:<...