1. Support Relationship Managers in managing and reviewing private banking clients’ investment portfolios.
2. Develop tailored investment proposals and portfolio strategies based on clients’ investment objectives, risk profiles and asset allocation requirements.
3. Analyse portfolio performance, asset allocation and investment exposures, identifying opportunities for optimisation.
4. Provide investment recommendations across asset classes, including equities, bonds, funds and structured products.
5. Monitor market developments and investment trends to support portfolio positioning and investment decisions.
6. Work closely with Relationship Managers, investment specialists and product teams to deliver suitable investment solutions.
7. Ensure investment recommendations and transactions comply with the bank’s suitability requirements, investment guidelines and internal policies.
8. Prepare portfolio reviews, investment reports and presentation materials for Relationship Managers to use in client discussions.

1. Degree in Finance, Economics, Business or a related discipline.
2. Relevant experience in wealth management, investment advisory, portfolio management or private banking.
3. Strong understanding of investment products and portfolio construction across multiple asset classes.
4. Good analytical skills with the ability to assess portfolio performance, risk and investment opportunities.
5. Familiarity with client suitability assessments and investment compliance requirements.
6. Strong communication and stakeholder management skills.
7. This is a non-client-facing role; direct client coverage is not required.

23C1935

R1105492