Job Description
Responsibilities:
Investment Strategy
- Formulate investment strategies, in consideration of market conditions, for the team's execution
- Communicate these strategies and the bank's house view to Relationship Managers and their clients via different channels
- Work closely with RMs to meet investment mandates
- Provide inputs on products for onboarding in consideration of clients needs and investment landscape
- Support investment-related initiatives and process improvements
Compliance and Control
- Adheres to the rules, laws, regulations and policies set by the Bank and regulatory bodies
- Ensures appropriate sales practices are maintained at all times
Qualifications:
- with at least 2 yrs. of experience or equivalent in investment advisory esp in providing wealth management solutio...