We’re looking for a candidate to fill this position in an exciting company.
Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
Bachelor Degree in the fields of either Finance, Business, Economics or Banking
At least 8 years in financial industry in an investment advisory position
Preferably CFA and CACS certified
Strong knowledge of products across asset classes
Strong interpersonal and communications skills
Strong analytical and strategic thinking skills
Possess future oriented mindset, strive to innovate and adapt to changes
Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient