Responsible for providing investment advice and recommendations, developing new investment products for the Bank, and providing investment recommendations.
- Provide personalized investment advice and develop customized investment strategies tailored to meet the financial goals and risk profiles of high-net-worth clients.
- Conduct in-depth financial analysis, evaluate investment opportunities, and make recommendations on asset allocation, investment products, and portfolio construction.
- Stay up-to-date with market trends, economic indicators, and regulatory changes that may impact investment decisions.
- Monitor and review client portfolios regularly, assessing performance, risk exposure, and compliance with investment objectives.
- Proactively communicate with clients, addressing their investment-related inquiries, explaining complex financial concepts, and providing regular performance updates.
- Collaborate with internal teams, such as wealth advisors, tax specialists, and estate planners, to ensure a holistic and coordinated approach to client wealth management.
- Conduct market research and due diligence on investment managers, funds, and other investment vehicles to support the development of the bank's investment offerings.
- Keep abreast of industry best practices and emerging trends in investment management, and contribute to the continuous improvement of investment processes and methodologies.
Qualifications and Skills:
- Bachelor's degree in Finance, Economics, or a related field.
- Proven experience as an Investment Consultant or similar role within a private bank, wealth management firm, or financial institution.
- In-depth knowledge of financial markets, investment products (equities, fixed income, alternative investments, etc.), and portfolio management principles.
- Strong analytical skills with the ability to evaluate complex financial data, perform risk analysis, and make informed investment decisions.
- Excellent verbal and written communication skills, with the ability to explain complex investment concepts in a clear and concise manner.
- Demonstrated track record of building and maintaining strong client relationships.
- Proficiency in using investment research tools and financial software.
- Sound understanding of regulatory requirements and compliance standards in the financial services industry.
- Strong ethical standards, integrity, and a commitment to acting in the best interest of clients.