Director, Investment Specialist, Wealth Management
Core
Lead the Investment Advisory team to formulate multi-asset allocation frameworks and provide investment advice, product origination support, and market commentary for front-line teams and clients.
Role type
Director, Investment Specialist (Wealth Management)
Builds
Investment strategies, client reports, and structured product offerings for UHNW/HNW and institutional clients
Domain
Wealth Management / Global Financial Markets
Required skills
Multi-asset portfolio construction, risk management, global capital markets knowledge, product origination, client engagement, team leadership, strategic communication
Preferred skills
Virtual assets (digital assets) knowledge
Technologies
FCNs, Accumulators, Decumulators, bespoke derivatives
Responsibilities
Lead the Investment Advisory team and formulate overall investment strategy; Engage directly with UHNW/HNW and institutional clients; Deliver investment strategy updates and market outlooks; Prepare tailored client reports and stock accumulation/divestment recommendations; Lead product optimization for equities, fixed income, and structured products; Represent the firm in investment committees and media; Oversee production of market insights and reports; Generate equity ideas for structured products
Seniority
Director, strategic leadership & team management