Job Description

o The provision of complex cross-asset class active Investment Advisory (IA) services directly to select clients of the Private Banking and Key Client Group segments. This includes, but is not limited to: o Working on a day to day ba o The provision of complex cross-asset class active Investment Advisory (IA) services directly to select clients of the Private Banking and Key Client Group segments. This includes, but is not limited to: o Working on a day to day basis directly with clients to advise them on the management of their investment portfolios in line with their stated goals and investment objectives o The generation of investment ideas tailored to market trends, customer profile and FAB investment views and the delivery of those ideas to clients in a suitable and appropriate manner o Robust and detailed portfolio management, execution and follow-up of IA mandates, in adherence with the Bank's policies & procedures. o The performance of day-to-day risk management/monitoring of IA mandates. . Partner with Relationship Managers in the acquisition and retention of new IA mandates. This includes, but is not limited to: o Pitching IA services directly to select clients of the Private Banking and Key Clients Group o Daily interaction with clients on their portfolio and the resolution of an client related issues in the management of the client's investment assets o Taking a holistic view of the overall investment relationship across Advisory, Discretionary and Execution only portfolios o Participate in publishing/maintaining Focus Lists on equities, fixed income and managed investments. o On the management of IA Mandates: . Ensure that portfolios are tailored to client's risk profiles and objectives / communicate to client any deviation . Ensure that relevant process is followed when marketing investment solutions and that each relevant policy is respected . Ensure the proper processing of client's instructions from idea sharing to booking a trade. . Actively manage risk/investments' performance and suggest required changes in portfolio structure to clients . Suggest portfolio rebalancing as appropriate. o Ensure the maintenance of up-to-date records of Investment proposals and portfolio reviews. o Implement portfolio strategies by choosing the appropriate investment products among the list of selected securities (Focus List) o Maximise the performance of portfolios in adherence with the client's investment objectives and profile o Proactive partner with Relationship Managers in Business Development activities by preparing and delivering client pitches, providing portfolio advice at client meetings and resolving client investment related issues o Actively promote investment opportunities across the full spectrum of asset classes in line with FAB investment views and Tactical Allocation whilst monitoring the investments of advisory clients Qualifications o Excellent knowledge of the financial markets and financial tools. o Deep understanding of the global economy and capital markets, equity and fixed income analysis, asset allocation, portfolio construction and risk management for client portfolios, and solid analytic and communication skills o Solid understanding of investments business, asset classes, fund structures and investment processes. o Knowledge of and experience in products sourcing, and management in the investment industry o Experience in various asset classes o Team player with a positive attitude o Ability to work to tight deadlines o Excellent communication skills (verbal and written) Academic requirement: o Bachelor's Degree in Business, Finance and or Master's Degree or an industry qualification o CPA/CFA or equivalent will be an advantage Job Experience needed: o At least 7+ years of experience in a similar environment