Investment Advisor, Private Banking recruitment
Job Description
Provide specialist investment advice to clients and Client Advisors to meet clients' desired risk/investment performance requirements and increase bank's share of client wallet. Liaise with the product specialists within the central product development team to discuss client requirements and feedback to ensure provision of best solutions.
Key Roles Responsibilities
Investment Advice Provision
Provide advice on quality of clients existing portfolio based on sound asset allocation principles
Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings
Trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals
Provide timely analysis of market and product information
Be capable of addressing multi-asset class and different product requirements
Review client investment portfolios on an annual basis
Educate Client Advisors on new product ideas
Solution Generation
Provision of relevant solutions given client needs / objectives
Understand specific client issues, including restrictions, to provide optimal solutions
Identify opportunities/solutions from the wider SCB group which benefit the client
Focus on suitability of investments for clients
Product Development
Collaboratively create new products with central product development team
Generate new product ideas through understanding client needs and providing feedback to the central product team
Keep abreast of 3rd party product offering to enhance ability to advise clients
Sales
Direct marketing to certain clients and co-marketing with Client Advisors
Deliver solutions / proposals which lead to action by clients
Promote higher share of wallet from clients
Transaction Execution
Timely and accurate dealing of client orders
Track and provide regular feedback on processed transactions/ solution to client
Create further client opportunities through high quality problem resolution
Qualifications Skills
Solid investment and product experience
Broad multi product and multi asset class experience
Sales / selling skills
Strong relationship skills
Risk / Regulatory knowledge
Linguistic skills aligned to client base is an advantage
