The Investment Strategist is accountable for supporting the growth of the business by offering timely and well-rendered investment recommendations to High-Net-Worth individual (HNWI) and Institutional clients.

Responsibilities:

• Provides periodic market updates, cross asset views and security analysis across multiple asset classes that can be used by clients and Relationship Managers
• Assists the Relationship Managers in client portfolio allocations and recommendations and provide other investment advisory functions as needed by HNWI and Institutional clients
• Joins and assists Relationship Managers in client/sales meeting to discuss portfolio recommendations and proposals
• Consolidates feedback from clients and Relationship Managers to conceptualize and implement appropriate investment solutions for HNWI and Institutional clients
• Conceptualizes and proposes process and tech initiatives to improve portfolio advisory functions

Qualifications:

• Graduate of any 4-year business course
• At least 3 years of relevant work experience in the wealth management, asset management or capital markets
• Work Experience in client facing roles is a plus
• Knowledge of the trust business, investments, securities, and financial markets
• Well-versed in MS Office
• Good communication, analytical, and presentation skills
• Working towards CFA or MBA a plus

Please refer to job description.