Manager, Investment Solutions
Core
Analyze high-risk customer profiles (including PEPs) and identify/present tailored investment options for high-net-worth individuals in the Elite and Private banking segment. (via careerplan.io/jobs/14-007-2E-179-manager-investment-solutions)
Role type
Manager, Investment Solutions (High-Net-Worth/Elite Banking)
Builds
Comprehensive investment portfolios and market updates for Consumer client segments
Domain
Banking / Wealth Management / Global Capital Markets
Deliverable
product features
Required skills
High-risk customer profiling, PEP identification and assessment, market research, investment product analysis, portfolio creation, regulatory compliance, fee income and AUM target achievement, relationship management, strategy formulation, risk management, performance evaluation, new product launch support
Preferred skills
Conceptual understanding of global macro-economic trends, consumer banking grounding
Technologies
N/A
Responsibilities
Assess assigned high-risk customer profiles periodically and upon trigger events against internal policies and regulations; Conduct one-to-one discussions with relationship managers to provide knowledge input and improve business opportunities; Oversee the investment process including strategy formulation, risk management, and performance evaluation; Work with the product team to launch and promote new investment products.
Seniority
Manager, hands-on IC