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.
Role type
Manager, Investment Solutions (Private Banking)
Builds
Comprehensive investment portfolios and market updates for high-net-worth clients
Domain
Banking / Wealth Management / Private Banking
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 sales target achievement, relationship management, macro-economic trend analysis (via careerplan.io/jobs/14-007-2E-179-manager-investment-solutions-at-cbd)
Preferred skills
Graduate degree in business/finance, 7–10 years experience in wealth management/investment sales/private banking, understanding of global capital markets