
Financial Expertise Professional
5 days ago
Portfolio Strategist Role
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- Key Responsibilities:">
- Assist in the allocation of customers' investment portfolios.">
- Decisions on products with the asset/sub-asset class.">
- Monitor specific portfolios (HNWIs/Corporates).">
- Reallocate these portfolios as required for risk management or sales opportunities.">
- Coach teams on the latest products and research available.">
- Conduct market update calls for RMs regularly.">
- Source/evaluate investment products for distribution to HNW clients.">
- Client calls to educate, provide details, and source investments.">
- Regular interaction with product providers for updates and feedback.">
Knowledge Requirements:
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- Knowledge of all Asset classes – Equity, Fixed Income, Structured Products, Real Estate, Commodities, and International Markets.">
- In-depth knowledge of Wealth Management products – Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, Listed Investments & Insurance.">
- Knowledge of taxation and tax implications for various investment products.">
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