Opportunity Description
Job Summary
Responsible for managing, and administering retail trust and investment management accounts in accordance with the guidelines set by the client, internal policies, and regulatory restrictions.
How will you contribute?
- Manages and administers a specific set of assigned retail trust and investment management accounts in accordance with the terms and conditions of the agreement. Supervises and oversees the management of retail trust accounts by Assistant Portfolio Managers assigned to the same team or unit.
- Discusses investment strategies with clients and oversees its proper implementation. Coordinates with the Business Risk and Compliance Division (BRCD) to ensure completion of documentation necessary to effect the investment strategies.
- Monitors and administers all assigned accounts. Analyzes up-to-date data in financial and capital markets to properly advise clients in decision-making.
- Monitors compliance...