Investment ManagerAdvisor

Skill Farm Members are invited to apply for the following role:

Responsibilities:

Identify cross selling opportunities between departments and executing them.

Assist Relationship Managers in attracting new asset under management, understanding new products and identification of potential investment clients.

Verify advisory and discretionary trades are properly executed and reflected in Advent system.

Assess and evaluate client risk profiles on an ongoing basis.

Identify appropriate products from the range of available solutions.

Construct client investment portfolios based on risk profile, available products, and prevailing asset allocation models.

Regularly report on performance of client investment profile.

Review and rebalance client risk profiles on an ongoing basis and discuss proposed changes with clients and relationship.

In conjunction with Chief Investment Office, prepare and discuss investment account reviews.

Analyze positions, asset allocation, suitability and propose investment switches or new ideas.

Participate in hiring Investment Advisors (identifying profiles, interviews).

Skills & Qualifications:

Minimum Bachelor's Degree in finance-related field.

At least 7 years financial experience, out of which 5 years of investment experience and 3+ years Private Banking experience with investment bias.

In-depth knowledge of the product and services, associated charges / fees, legal provisions, delivery process, equity and bond market, unit trusts and other personal investment services.

Solid understanding of the bedrock financial theory.

Understand procedures for Securities Dealing & Forex trades, via Treasury dealers (within delegations).