Investment Specialist
Core
Provide investment advice and tailor-made portfolio recommendations to clients while monitoring portfolio quality and performance.
Role type
Investment Specialist (Client-facing)
Builds
Individually optimized investment portfolios for wealth clients
Domain
Banking / Wealth Management / Investment Products
Deliverable
client delivery
Required skills
Portfolio management, Investment product knowledge, Client relationship management, Financial analysis, Presentation skills, Training delivery
Preferred skills
CFA charter, Enhanced Competency Framework (ECF), Certified Banker (CB)
Technologies
Portfolio-optimizing software
Responsibilities
Advise clients on portfolio issues, Recommend tailor-made investment portfolios, Monitor and oversee portfolio quality, Monitor overall business portfolio performance, Provide training to internal staff, Give regular presentations to clients