Investment Associate Job Description: Building Long-Lasting Relationships and Cultivating Business Growth. In this role, you will cultivate trusting relationships with clients, combining relationship management with marketing skills and product knowledge. Key Responsibilities include managing ongoing relationship building with multiple investment specialists and their clients, staying current with investment markets, effectively applying processes supporting the delivery of self-directed offerings, and liaising with both internal and external stakeholders in implementing Private Wealth Advantage solutions and solving client queries. You will be responsible for developing presentation materials to assist investment specialists in cultivating new business opportunities, collaborating with the Investment Specialist to develop and implement a comprehensive business plan, and providing administrative support revolving around coordination of meetings and data entry.