Accountabilities and Key Roles:
- Lead and manage the delivery of investment advisory services to high-net-worth and affluent clients, ensuring alignment with their financial goals and risk profiles.
- Develop and maintain in-depth knowledge of investment products, global markets, and regulatory developments to provide expert advice.
- Collaborate with relationship managers and product teams to deliver tailored investment solutions and portfolio strategies.
- Oversee client portfolio reviews, performance monitoring, and rebalancing recommendations.
- Conduct investment seminars, training, and knowledge-sharing sessions for front-line staff to enhance advisory capabilities.
- Ensure compliance with regulatory requirements, suitability standards, and internal policies in all advisory activities.
- Analyze portfolio performance, client feedback, and market trends to recommend product enhancements and advisory strategies.
- Prepare and present investment reports, market insights, and recommendations to senior management.
- Drive the adoption of digital advisory tools and process improvements to enhance client experience and operational efficiency.
- Drive the commercial effectiveness of advisory services by increasing advisory-led AUM, client penetration and solution adoption.
Job Requirements:
Education:
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Professional certifications in investment advisory, wealth management, or financial planning (e.g., CFA, CFP) (preferred).
Experience:
- Minimum 7 years of experience in investment advisory, portfolio management, or wealth management roles.
- Experience in banking or financial services sector.
- Proven track record in managing client portfolios and delivering advisory solutions.
Competencies:
- In-depth knowledge of investment products, markets, and advisory strategies.
- Strong client relationship and advisory skills.
- Analytical and problem-solving abilities.
- Excellent communication and presentation skills.
- Team leadership and training capabilities.
- Digital adoption and process improvement orientation.
- Compliance and professional integrity.
