Providing holistic portfolio advisory services with a strong focus on portfolio reviews and investment advice across asset classes / solutions in line with WM investment themes & proper risk management considerations (client suitability, cross-border, market volatility, etc.
Partnering with RMs to ensure a more disciplined & consistent portfolio review process, delivering investment recommendations & occasional joint client calls / meetings
Engaging with multiple stakeholders (RMs, IS, Middle & Bank office) to ensure optimal client portfolio experience, cross-sell products / solutions and maximize business potential
Product shelf management support to ensure optimal service delivery across bank’s tools, identifying & improving the bank’s tools, processes and overall efficiency, business reporting
Ensure all investment activities are done accurately and fairly handled and in accordance to regulations & Management policies.
Inform and Escalate issues to Management regarding irregularities in all investment activity, including trading and incidents
Maintain proper audit trails
Products : full range of listed and OTC products except Futures contracts and life policies
Financial market knowledge and product expertise (multi asset class and good market awareness) with experience in various market cycles
Principles of portfolio management, portfolio diversification, asset allocation and risk management
Ability to decipher complex portfolios, curate solutions, connect well with RMs / clients
Knowledge of Microsoft Excel, Microsoft Access and Microsoft Powerpoint
Knowledge of coding (VBA), manipulating large dataset (SQL) is a plus
Good understanding of regulatory requirements
Client focus, good communication and presentation skills, analytical skills, organizational skills, creativity & innovation, results-driven
Minimum 5-10 years of relevant financial market and / or investment advisory experience
Strong communication skills in English, Mandarin
Knowledge and experience in coding (VBA), manipulating large dataset (SQL) is a plus
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