Key responsibilities:
- Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
- Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile.
- Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
- Monitor client portfolios for performance, appropriateness and investment opportunities.
- Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
- Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
- Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.