Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

+ Develops investment proposals and participates in meetings with prospects/clients.
+ Develops investment plan for clients and/or prospects using trading, liquidity, hedging and/or tax strategies.
+ Produces client reports based on analysis of client-specific investment data.
+ Provides guidance to the relationship manager on portfolio management issues.
+ Evaluates investment markets, portfolio characteristics and investment manager performance.
+ Reviews and reports on the economy, stock/bond market performances, economic trends and changes in regulations aff...