VP/SVP, Portfolio Advisor, Strategic Portfolio Advisory, Private Banking, Consumer Banking Group
Core
Provide holistic portfolio advisory and solutions to Private Banking clients in Asia, collaborating with Relationship Managers to drive core portfolio approaches and convert cash AUM into investment AUM.
Role type
Senior IC strategic portfolio advisor
Builds
Customized multi-asset core portfolio proposals and in-house proprietary model portfolios
Domain
Private Banking / Wealth Management / Asset Allocation
Required skills
Strategic asset allocation, Core portfolio construction, Multi-asset class knowledge, Client profiling, Portfolio monitoring and rebalancing, Stakeholder management, Data-driven analysis
Preferred skills
CFA designation, Experience in Fund Sales or Investment Research
Technologies
Mutual funds, Hedge funds, Evergreen funds, Closed-end Private Equity, DPM
Responsibilities
Provide best-in-class holistic portfolio advisory to PBTPC clients; Proactively engage RMs to drive core portfolio approach; Attend client meetings and build customized multi-asset core portfolio proposals; Monitor client portfolios and conduct regular reviews and rebalancing; Contribute to building and monetizing in-house proprietary model portfolios; Take on ad-hoc special projects.
Seniority
Senior, hands-on IC