Private Bank Investment Advisor

Provide private banking investment advice for prospects and clients by conducting investment reviews, validating objectives, and preparing recommendations. Develop investment policy statements, advise on asset allocation, and manage client portfolios while maintaining deep knowledge of private bank products and strategies. Participate with the Investment Committee, engage in business development through prospecting and referrals, and initiate/close sales of complex investment products. Ensure compliance with securities transaction policies and FINRA/regulatory guidelines.