Senior Advisor AIS

The Senior Advisor AIS primary responsibilities include Trading Execution and active Advisory for professional clients under the AIS platform. As part of the Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing AIS accounts as well as the growth of new accounts. The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based on proprietary and third-party research. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of technical investment products. The role requires a multi-product focus that incorporates equities, fixed income, derivatives, structured products, and foreign exchange products. Assist in new business development opportunities and acts as primary resource for investment communication. The Senior Advisor AIS report to the Director of Portfolio Advisor. Position Duties & Responsibilities: • Provide coverage and due diligence in the equity and fixed income markets so Professionals clients may utilize it in the asset allocation process. • Complete technical and fundamental analysis, generate investment ideas and provide research to advisors, portfolio managers and clients • Support the sales force to ensure the maintenance of existing accounts as well as growth of new accounts (with particular focus on the AIS platform). • Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction. • Execute trades in client accounts in accordance with client orders. • Manage under appropriate supervision the selected portfolios of clients. • Generate new business opportunities and promote the development of the Active Investment Services through marketing to sales force and clients. • Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups. • Contributes to the evaluation, control and minimization of risks within the AIS Department activity. • Reduce administrative problems and take initiative in resolving them. Eliminate errors and propose improvements in the processes. • Support the risk control process and established procedures/regulations. Other duties as assigned or requested by immediate supervisor.