INVESTMENT STRATEGIST

Job Summary Work closely with Relationship Managers to deliver tailored investment strategies and portfolio solutions for private banking clients, ensuring compliance with regulations and market developments. Responsibilities • Develop investment strategies aligned with private banking clients’ objectives and risk profiles to deliver effective investment advisory. • Collaborate with Relationship Managers during client meetings to communicate house views, present investment ideas, develop proposals, and conduct portfolio reviews. • Monitor and analyze market developments to initiate and generate relevant product ideas as a subject matter expert. • Execute the end-to-end process of order taking and trade execution accurately to support client transactions. • Ensure strict compliance with internal policies and external regulations to uphold company standards. • Support business objectives by performing additional duties assigned by Company Management.