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- Partners with Relationship Managers to service clients, who require frequent interaction with a seasoned bank's investment specialist.
- Provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds and private market investments.
- Regularly monitor client portfolios for performance, risk and opportunities.
- Executing the Active Advisory team vision.
- Actively contribute investment ideas to the team as part of "ideas sharing".
- Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts
- Occasional travel to meet clients may be required.
- University degree, coupled with CFA charter designation
- Proficient in industry-standard tools, including Microsoft Office and Bloomberg
- 15+ years of experience in financial industry, primarily within international private banks
- Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge.
- Extensive experience in advising clients on navigating the complexities of global capital market securities
- Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.
- Partners with Relationship Managers to service clients, who require frequent interaction with a seasoned bank's investment specialist.
- Provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds and private market investments.
- Regularly monitor client portfolios for performance, risk and opportunities.
- Executing the Active Advisory team vision.
- Actively contribute investment ideas to the team as part of "ideas sharing".
- Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts
- Occasional travel to meet clients may be required.
- University degree, coupled with CFA charter designation
- Proficient in industry-standard tools, including Microsoft Office and Bloomberg
- 15+ years of experience in financial industry, primarily within international private banks
- Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge.
- Extensive experience in advising clients on navigating the complexities of global capital market securities
- Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.