Provide premium investment advisory to Private Banking/Premier 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 in IndiaW on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
Participate in product idea generation and solutions by :
keeping abreast of products in the market
proposing new product ideas
promoting ideas approved and endorsed by the Product Council where applicable
developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
Ensure adherence to internal and external regulations and policies at all times