Primary mandate is to perform Investment Advisory (IA)
Manage and keep oversight of the substantial book of Fixed Income on clients’ portfolios across the various commercial segments of the bank
Support the Private Banking activity and act effectively to retain clients in case of departure of a RM
Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable products
Supervise and manage junior staff acting as a mentor for them on subjects related to the IA area
Key Result Areas
The Senior Investment Specialist must produce sound research inputs which must help the area to efficiently analyze, propose and implement investment solutions for clients across all commercial segments
Monitor, rebalance and restructure portfolios in order to generate higher levels of satisfaction from the clients