PURPOSE:

The Job holder will assist the Assistant General Manager (AGM) – Investment Advisor – Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.

KEY RESPONSIBILITIES:

• Origination of advisory transactions.
• Assist in the evaluation and processing of new investments for clients.
• Liaising with the AGM Investment Advisor – Wealth Management and the team to ensure successful execution of client transactions.
• Assist in the preparation of investment strategies, annual plans and policies.
• Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients.
• Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence.
• Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio.
• Oversee settlement and portfolio reporting.
• Develop the Investment Policy Statement for clients and prospects.
• Prepare commentaries to be distributed to clients.
• Conduct and prepare due diligence reports for off-shore funds and managers for distribution internally and externally.
• Coordinating teams of professionals including accountants and lawyers as necessary for target transactions.
• Liaise with strategic partners in the execution of client transactions.
• Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions.
• Assist in any other administrative related assignments within the Company.
• Perform other job – related duties or special projects as assigned.

REQUIREMENTS

BASIC QUALIFICATIONS:

• Bachelors’ degree in Economics, Finance or Business or related field
• Achievement of all CMA qualification requirements including the CISI exam requirements.
• Minimum of 5 years’ experience in Wealth Management and or Investment Banking.
• Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
• Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.

SKILLS AND ATTRIBUTES:

• Exceptional analytical and quantitative background.
• Excellent written and verbal communication skills and solid research skills.
• Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources.
• Outstanding interpersonal skills and ability to work across functions and levels of seniority.
• Initiative – must be a self-starter, able to work independently with drive and motivation.
• Prior experience in investment banking / wealth management and/or knowledge of the process and client expectations.