Job Summary
- The Investment Advisor is responsible for providing investment consultancy services for RCBC Trust Corporation's investment management clients.
How will you contribute
- Provides assistance in identifying the unique investment goals of the client and formulating investment strategies that will serve as basis for instructions on tactical asset allocation and security selection which will be forwarded to TIG for trade execution. In addition, the position may act as a portfolio manager for selected discretionary accounts and will serve as decision makers on trade ideas based on their professional judgment of the goals, restrictions, and objectives of the client vis-à-vis current market conditions.
- The role includes the management and administration of select retail trust and investment management accounts identified as special handling accounts, in accordance with the guidelines set by the client, internal policies, and regulatory restrictions.
What will make you successful
- A successful Investment Advisor will be highly analytical and have a mind for strategy while possessing good client-facing skills as well as good written and verbal communication.
- Working knowledge of various investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)
