Wealth Manager – Private Banking (Non-Client Facing)
Core
Support Relationship Managers in managing and reviewing private banking clients' investment portfolios by developing tailored investment proposals and strategies.
Role type
Senior IC investment analyst (private banking)
Builds
Investment proposals, portfolio strategies, and performance analysis reports for Relationship Managers
Domain
Private Banking / Wealth Management
Required skills
Portfolio construction, asset allocation, investment analysis, risk assessment, compliance knowledge, market monitoring
Preferred skills
Structured products expertise, multi-asset class knowledge
Technologies
N/A
Responsibilities
Develop tailored investment proposals and portfolio strategies, Analyse portfolio performance and investment exposures, Provide investment recommendations across asset classes, Monitor market developments and investment trends, Prepare portfolio reviews and investment reports, Ensure compliance with suitability requirements and internal policies
Seniority
Mid-Senior, hands-on IC