Assistant Investment Specialist

Supports the Executive Wealth Director and his team in the research, analysis, management, and execution of client investment strategies. Acts as a crucial link between the sales team and the back‑office operations and ensuring seamless client service. Conduct sales, meeting sales targets, and investment execution.

• Conduct due diligence on potential wealth and investment opportunities.
• Perform quantitative and qualitative analysis of portfolio holdings and asset classes.
• Conduct sales and meet sales targets.
• Assist in generating investment proposals, performance reports, and market commentaries.
• Gather and synthesize economic, market, and company‑specific data to support investment decisions.
• Prepare and process trade orders accurately and efficiently as directed, adhering to all compliance guidelines.
• Monitor portfolios for cash balances, asset allocations, and compliance with cli...