High Net Worth Investment Counselor

Position: High Net Worth Investment Counselor Support
Become a key member at ATB as an Investment Counselor Support, focusing on discretionary counseling for High Net Worth clients. Leverage your experience to enhance client investment strategies.

As part of ATB's team, your primary role as an Investment Counselor Support includes assisting Investment Counselors in providing tailored investment services to High Net Worth and Ultra High Net Worth individuals. You will actively engage in discussions to craft Investment Policy Statements and identify necessary portfolio changes under supervision. Focus on building strong relationships with clients and collaborating effectively with internal and external partners.

Key Responsibilities:

• Support ICs in portfolio management and counseling

• Engage in discussions to create tailored Investment Policy Statements

• Recommend adjustments in portfolio based on client needs

• Communicate ATB's investment beliefs and philosophies

• Foster relationships with internal and external stakeholders

Requirements:

• Minimum five years in the investment sector

• Comprehensive knowledge of investment markets

• University Degree or equivalent experience

• CFA Level III certification preferred

• Proficient in both teamwork and independent tasks

Advance your expertise in investment counseling with ATB and support client financial goals.
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