Requirements
Experience and knowledge
- Over 15 years of experience in the financial industry covering a wide range of products such as equities, fixed income, mutual funds, securities-backed loans, discretionary mandates and bespoke portfolios and people management.
- Deep economic and market knowledge and its implications for portfolios.
- Experience dealing with HNWI and UHNWI.
- Knowledge of local regulations and investment regime.
- Broad and comprehensive understanding of concepts and principles within multiple disciplines or a rapidly changing discipline Manage relationships with both internal and external customers.
- Relevant knowledge of trading strategies and must have a specialization as an investment strategy advisor.
- The role requires a comprehensive understanding of how all value units/products/regions/legal entities are collectively integrated, along with comprehensive industry knowledge to contribute to the banks business objectives.
- Management and interaction with high performance teams with strong communication skills and working with internal leaders.
- Act as a speaker and organizing events for clients through technology and internet connectivity.
- Management responsibilities through subordinate managers who perform various activities (across disciplines, eg Finance, Technology, Banking)
- Improve the relationship between the bank and the client through a deep understanding of the client's financial situation, needs and objectives.
- Management and training of junior investment managers
- Partner with private bankers to attract new money from existing clients through a close relationship with them, as well as attract new clients It covers a wide range of diverse activities that require judgment and complex solutions based on conceptual thinking and strategic vision and analysis.