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- Provide investment advisory and portfolio construction recommendations to high-net-worth and ultra-high-net-worth clients.
- Work closely with Relationship Managers to deliver tailored investment solutions aligned with clients' financial objectives and risk profiles.
- Conduct regular portfolio reviews and investment discussions with clients.
- Generate investment ideas across equities, fixed income, structured products, funds, alternatives, and discretionary solutions.
- Participate in client meetings, investment presentations, and market update sessions.
- Monitor financial markets and communicate actionable investment insights to clients and internal stakeholders.
- Support business development efforts by contributing to client acquisition and retention initiatives.
- Ensure all advisory activities comply with regulatory and internal compliance requirements.
Job ID PR/613592
We support the Financial Sciences & Services industry with talent that can truly shape the future of a business.
Whether that be Quantitative Analyti...
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