Job Description
About the Role
As ATB's next Associate Investment Counselor (AIC), you will support Investment Counselors (IC) to provide discretionary investment counseling and portfolio management for High Net Worth (HNW) and Ultra High Net Worth investors. The AIC works within the IC’s business practice to learn, understand, initiate and maintain strong, long‑term relationships with our clients, and help the ICs maintain strong, long‑term relationships based on a track record of exceptional service, strong communication, sound investment management and a commitment to fiduciary duty.
Once you have a good understanding of the ATB Investment Philosophy and how we manage our clients’ investment, you will start helping to prepare investment proposals and assist in monitoring and managing our client portfolios with the supervision of our ICs or the Managing Director of Private Investment Counsel and Institutional Portfolio Management (MD). The AIC will also build connections with o...