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Job Mandate
Regulated Activity Business
To work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Duties and Responsibilities
Regulated Activity Business
1. Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.
2. Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
3. Initiate product idea generation as subject matter expert and keep breast of developments in the market.
4. Familiar with end-to-end process of order taking and trade execution.
5. Always ensure adherence to internal/external regulations and policies.
6. Carry out any other duties as directed by Company Management.
