The Senior Investment Specialist plays a central role in delivering sophisticated investment solutions to High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWIs), and Family Offices.
The role focuses on deep product expertise, market insights, investment strategy, and sales enablement to support a team of Senior Private Bankers and their clients across multiple asset classes, including Fixed Income, Equities, Structured Products, Mutual Funds, Alternatives, and Discretionary Portfolio Mandates.
Client & Private Banker Support
- Work closely with a team of Senior Private Bankers to identify investment opportunities and structure tailored investment solutions for clients.
- Participate in client meetings and present investment ideas, strategies, and market outlooks.
- Deliver regular investment updates, portfolio reviews, and performance discussions.
- Provide timely responses to client and banker queries regarding investment products, client portfolios, and financial markets.
- Collaborate with the Investment Product Team to design bespoke investment solutions for sophisticated client needs.
Product Expertise, Market Intelligence & Idea Generation
- Demonstrate deep product expertise and knowledge across various asset classes, including Fixed Income, Equities, Mutual Funds, Alternatives, Structured Products, and Discretionary Portfolio Mandates.
- Work with the Investment Product and Wealth Lending teams to customize investment ideas and solutions based on client requirements.
- Monitor global and regional markets to generate actionable trade ideas and identify thematic investment opportunities.
- Disseminate daily, weekly, and monthly market updates and product opportunities to Private Bankers.
- Conduct investment calls, product workshops, and training sessions to build investment awareness and strengthen bankers' product knowledge.
Accountability
- Drive growth in Assets Under Management (AUM) and penetration rates across assigned portfolios.
- Achieve assigned investment revenue targets through proactive client engagement.
Governance & Compliance
- Ensure all investment activities adhere to internal governance standards, suitability requirements, and regulatory obligations.
- Continuously monitor product performance and client portfolios to ensure ongoing suitability, appropriateness, and diversification