Job Description

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