Portfolio Advisor na Banco Sabadell

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