Wealth Management Investment Analyst

Responsibilities

• Conduct research and analysis on investment products, financial markets, and economic trends to support portfolio recommendations and client advisory.
• Prepare investment reports, market updates, and presentations for relationship managers and clients.
• Assist in the development and review of investment strategies, asset allocations, and product proposals for high-net-worth and affluent clients.
• Monitor portfolio performance, risk indicators, and market developments, providing insights and recommendations for rebalancing.
• Collaborate with relationship managers and advisory teams to deliver timely and relevant investment solutions.
• Ensure compliance with internal policies, regulatory requirements, and suitability standards in all analysis and reporting activities.
• Support the implementation and adoption of digital tools and analytics within the investment advisory process.
• Contribute to process improvement and knowledge sharing within the team.
• Develop and maintain model portfolios tailored to different client risk profiles ensuring alignment with market conditions and approved investment strategies.

Job Requirements

Education

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications in investment analysis, wealth management, or financial planning (e.g., CFA, CWM) (preferred).

Experience

• Minimum 3 years of experience in investment analysis, research, or wealth management roles.
• Experience in banking or financial services sector.
• Strong analytical and quantitative skills.
• Proficiency in investment analysis tools and platforms.
• Effective communication and report writing abilities.
• Attention to detail and data accuracy.
• Knowledge of investment products and financial markets.
• Collaboration and teamwork.
• Digital adoption and process improvement orientation.