The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Responsibilities:
Regulated Activity Business
- Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.
- Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
- Initiate product idea generation as subject matter expert and keep abreast of developments in the market.
- Always ensure adherence to internal/external regulations and policies.
- Carry out any other duties as directed by Company Management.
Qualifications:
- Bachelor’s degree graduate either in Finance, Business, Economics or Banking
- At least 7 years in financial industry in an investment advisory or related position
- Strong knowledge of investment markets, products and strategies, including equities, fixed income, alternatives and currencies
- Proficient communication, organization, presentation and data analysis skills and Bloomberg.
- Prior experience in Private Banking preferably in an investment advisory position is preferred.