This is a perm hire role for one of our private banking clients

Job Scope
The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.

Required Skillsets

Global Private Bank investment advisory experience
Preferably in the capacity of investment advisors/councilors etc.

Job Description

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 breast 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 5 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
CACS certification is required.
Prior experience in Private Banking preferably in an investment advisory position is preferred.

Interested applicants, please click APPLY NOW

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Joselito | EA Reg No: R25126580

Investment Strategist (Global Private Banking Investment)