- Professional
- Bureau à Miami
Banco Sabadell Miami Branch is seeking a Portfolio Advisor to support business lines throughout the Americas.
Essential Duties and Responsibilities:
• Provide advice to clients through the asset allocation process to develop balanced portfolios for their assets
• Prepare investment proposals utilizing investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
• Monitor and rebalance Active Advisory portfolios to comply with current investment strategy and permitted asset allocation by risk profile
• Participate in asset allocation and new product development committees
• Adhere to risk profile guidelines and financial needs of non-discretionary advisory clients
• Create and maintain different universe of products and develop financial tools for assisting bankers and clients
• Contact bankers and clients with news of new financial products or changes to legislation that may affect their savings and investments
• Research the marketplace and provide bankers and clients with information on new and existing products and services
• Research information from various sources, including providers of financial products
• Produce financial reports and presentations
Qualifications
•Bachelors degree
•Must be fluent in Spanish
•Minimum 3-4 years of experience in portfolio management or investment advisory
• Solid knowledge dealing with all asset classes
• Investment Generalist proficient in capital markets with profound knowledge of financial products
• Good communication skills to perform group presentations and maintain "one on one" meetings with bankers and clients
• High degree of proficiency with Microsoft Excel and Bloomberg
• Knowledge on any other statistical software is highly valued
• CFA, CAIA or CFP accreditations would be considered beneficial
Sabadell is an Equal Employment Opportunity Employer
