Investment Analyst

Investment Advisor (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

• Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile within the framework of the bank's house view.
• Communicate on-house views to the respective marketing teams and work with product specialists for specific support and training.
• Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
• Work with the CIO team to help clients build robust portfolios to achieve their long term objectives across discretionary and advisory solutions.
• Participate in ...