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Investment Strategist, Private Wealth Management (San Francisco, CA)

Expired Job

Suntrust Banks San Francisco , CA 94102

Posted 3 months ago

Job Description: :

Job Description

As part of the Investment Solutions team, the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existing client relationships through advising on investment solutions.

The Investment Strategist combines the technical skills of portfolio managers with the communication and selling skills of sales-traders. The role requires a multi-product focus that incorporates equities, fixed income, and foreign exchange products, derivatives, structured products, alternative investments, private equity and hedge fund strategies. Based on investment reviews with clients, recommends and establishes investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment portfolios.

Develops investment policy statements and advises on strategic and tactical asset allocation. Partners in new business development opportunities and acts as primary resource for investment communication.

As a key member of the PWM client facing team, the Investment Strategist shares responsibility for developing and deepening client relationships through the delivery of proactive advice and/or referrals for clients and participates in the development of client strategy to meet the full range of needs, including investment, trust, risk management, credit and banking needs

Registered: Maintains proper Series 65 licenses.

Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.

Typically manages an account base of approximately 75-125 relationships. Assets Under Management will typically exceed $250 million with revenue responsibility exceeding $2 million.


Minimum Requirements:
Bachelors degree. 3 years investment experience, which should include experience as an investment advisor or portfolio manager working with wealthy & high net worth clients.

Demonstrates a depth of financial services experience, a flexibility of approach, and a capability to represent a diverse range of technical investment products. Series 65 licenses.

Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.

Preferred Requirements:
MBA/CFA and/or equvilent professional designation.

Combination of buy and sell-side experience.

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

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Investment Strategist, Private Wealth Management (San Francisco, CA)

Expired Job

Suntrust Banks