We’re looking for a candidate to fill this position in an exciting company.
This position requires the individual to advise the private banking clients on holistic portfolio solutions with a focus on discretionary portfolio. You will actively manage and provide advice on strategic asset allocation decisions for client portfolios. You will aim to maximise investment performance while ensuring the portfolio is consistent with client’s risk profile. You will also focus on acquisition of large bespoke discretionary mandates specifically tailored to the Ultra-High Net-Worth clients.
You will have at least 15 years of experience in the banking and financial services industry, ideally with at least 5 years of experience specifically in the private banking sector. You will have hands on experience in managing equities investment portfolio, particularly in DPM space. Institutional fund management experience would be a plus. You will have strong presentation and communication skills to build and develop relationship with key clients in the private banking sector. Exposure in the UHNW segment is essential.