about the company
Reputable Private Bank
about the job
Key Responsibilities
Portfolio Advisory & Construction
- Develop customised investment portfolios aligned to clients; financial goals, investment horizons, liquidity needs, and risk tolerance.
- Recommend strategic and tactical asset allocation across equities, fixed income, alternatives, structured products, and multi-asset solutions.
- Conduct portfolio reviews and identify opportunities to improve portfolio diversification, risk-adjusted returns, and overall positioning.
- Monitor portfolio performance and provide timely re-balancing recommendations in response to changing market conditions.
Investment Strategy & Market Insights
- Interpret and communicate the CIO house views, macroeconomic outlook, and investment themes to clients and Senior Client Advisors (SCAs).
- Analyse global market developments, economic trends, and geopolitical events to assess portfolio implications.
- Formulate investment strategies and tactical opportunities across asset classes and sectors.
- Produce investment commentaries and portfolio recommendations for client discussions.
Client Engagement- Participate in client meetings alongside Senior Client Advisors (SCAs) to present investment strategies and portfolio recommendations.
- Build credibility and trusted advisor status with sophisticated UHNW clients.
- Articulate complex investment concepts in a clear and compelling manner.
- Support client acquisition and retention efforts through differentiated investment advice.
Collaboration & Stakeholder Management
- Partner closely with Senior Client Advisors (SCAs) to identify investment opportunities and address client needs.
- Work with product specialists to evaluate investment solutions and ensure suitability for clients.
- Collaborate with Investment Advisors, Treasury, and Capital Markets teams on bespoke client solutions.
- Support internal training initiatives by sharing market insights and investment knowledge.
Risk Management & Governance
- Ensure all portfolio recommendations comply with regulatory requirements, internal policies, and suitability standards.
- Assess portfolio risk exposures, concentration risks, and asset allocation deviations.
- Maintain high standards of documentation and investment rationale.
- Adhere to all compliance, conduct, and fiduciary responsibilities.
about the manager/team
Reports to: Head of Investment Advisory / Head of Portfolio Strategy
Key Stakeholders: Senior Client Advisors (SCAs), CIO Office, Investment Advisors, Product
Specialists, Treasury & Markets, Compliance, and Private Bank Clients.
skills and experience required
- 5-10+ years of experience in private banking, wealth management, institutional asset management, investment advisory, or portfolio management.
- Strong understanding of global financial markets and investment products.
- Experience working with HNW/UHNW clients is highly preferred.
- Demonstrated ability to formulate and communicate investment strategies.
One or more of the following is preferred:
- CFA (Chartered Financial Analyst)
- CAIA (Chartered Alternative Investment Analyst)
- CFP (Certified Financial Planner)
- FRM (Financial Risk Manager)
To apply online please use the apply function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)
