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 advisory solutions
- 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 innovative product ideas as a subject matter expert
- Manage the end-to-end process of order taking and trade execution to ensure accurate and timely transactions
- Ensure strict compliance with internal policies and external regulations to uphold company standards
- Support business objectives by performing additional duties as assigned by Company Management
