Accountabilities and Key Roles:
- Conduct research and analysis on investment products, financial markets, and economic trends to support portfolio recommendations and client advisory.
- Prepare investment reports, market updates, and presentations for relationship managers and clients.
- Assist in the development and review of investment strategies, asset allocations, and product proposals for high-net-worth and affluent clients.
- Monitor portfolio performance, risk indicators, and market developments, providing insights and recommendations for rebalancing.
- Collaborate with relationship managers and advisory teams to deliver timely and relevant investment solutions.
- Ensure compliance with internal policies, regulatory requirements, and suitability standards in all analysis and reporting activities.
- Support the implementation and adoption of digital tools and analytics within the investment advisory process.
- Contribute to process improvement and knowledge sharing within the team.
- Develop and maintain model portfolios tailored different client risk profiles ensuring alignment with market conditions and approved investment strategies.
Job Requirements:
Education:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Professional certifications in investment analysis, wealth management, or financial planning (e.g., CFA, CWM) (preferred).
Experience:
- Minimum 3 years of experience in investment analysis, research, or wealth management roles.
- Experience in banking or financial services sector.
Competencies:
- Strong analytical and quantitative skills.
- Proficiency in investment analysis tools and platforms.
- Effective communication and report writing abilities.
- Attention to detail and data accuracy.
- Knowledge of investment products and financial markets.
- Collaboration and teamwork.
- Digital adoption and process improvement orientation.
- Compliance and professional integrity.
