Found Description
The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Responsibilities
- Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.
- Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
- Initiate product idea generation as subject matter expert and keep abreast of developments in the market.
- Always ensure adherence to internal/external regulations and policies.
- Carry out any other duties as directed by Company Management.
Qualifications
- Bachelor’s degree graduate either in Finance, Business, Economics or Banking
- At least 7 years in financial industry in an investment advisory or re...