Investment Banking Strategist
1 week ago
Company Overview
">We are seeking an experienced Investment Banking Strategist to join our Private Wealth team. The successful candidate will be responsible for providing investment advice to high net worth clients and family offices, as well as developing and executing investment strategies to maximize portfolio performance.
">About the Role
">- ">
- Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view">
- Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client's portfolio performance consistent with the client's objective and risk profile">
- Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA">
- Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development">
- Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division">
Requirements
">- ">
- Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation">
- Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products">
- Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products">
- Qualified to carry out Investment regulated activities">
- Strong business acumen, able to analyze and interpret business and financial data">
- Excellent communication, interpersonal and leadership skills">
What We Offer
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