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
- Develop investment strategies aligned with private banking clients objectives and risk profiles to deliver effective investment advisory.
- Collaborate with Relationship Managers during client meetings to communicate house views, present investment ideas, develop proposals, and conduct portfolio reviews.
- Monitor and analyze market developments to initiate and generate relevant product ideas as a subject matter expert.
- Execute the end-to-end process of order taking and trade execution accurately to support client transactions.
- Ensure strict compliance with internal policies and external regulations to uphold company standards.
- Support business objectives by performing additional duties assigned by Company Management.
