Job Description
Tasks & Responsibility
Product Specialisation(Private Banking) - Investment Experts is responsible for providing expertadvice and knowledge to clients, in conjunction with relationship managers,sales, advisory, and other client facing staff, in their productspecialization. Private Banking covers activities related to deliveringrelationship management and customer service to wealthy clients. Functionsinclude client team members, including relationship managers, portfoliomanagers, and product experts. The Investment Experts area is responsible forreviewing asset allocation models to ensure appropriateness for a client'ssituation, investment goals, and risk tolerance. Must understand the investmentprocess, including mapping investments to asset allocation models, structuringportfolios, and analytics. Interacts with clients.
Wealth Management covers activities related to individual investors across a range of firm types, including private banks, retail and high net ...