Main Duties
They shall support RMs primarily as follows:
- Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with clients target strategic assets allocation to meet investment objectives and risk profile.
- Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
- Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
- Collaborate with Product Management Group to generate products solutions and :
- Keep abreast of products in the market
- Propose new product ideas
- Develop, monitor and follow 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.
Working Experience and Requirement
- At least 6-8 years in financial industry in an investment advisory position
- Strong inter personal and communications skills
- Strong analytical and strategic thinking skills
- Team player
Education Requirements
- Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications