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 BankingAt least 7 years in financial industry in an investment advisory or relat...