Job Summary
Work closely with Relationship Managers to deliver tailored investment strategies and portfolio solutions for private banking clients, ensuring compliance with regulations and market developments.
Responsibilities
- Formulate investment strategies that align with private banking clients objectives and risk profiles to provide effective investment advisory.
- Collaborate with Relationship Managers during client meetings to communicate house views, present investment ideas, develop investment proposals, and conduct portfolio reviews.
- Initiate and generate product ideas as a subject matter expert by monitoring and analyzing market developments.
- Familiar with end-to-end process of order taking and trade execution
- Ensure strict adherence to internal and external regulations and company policies to maintain compliance.
- Perform additional duties as assigned by Company Management to support business objectives.
