What is this position about?
Candidate has to perform his/her ambition to deliver the business result and bank’s target. On top of technical skill, we would expect he/she to adhere group conduct and guideline with respect of highest quality.
Primary Role Responsibilities
Strategic Direction & Business Development
- Develop and implement the overall investment advisory strategy in alignment with the organization’s goals.
- Assist to Identify new business opportunities and initiatives to increase assets under management (AUM) and revenue.
- Collaborate with product, research, and investment committees to ensure a robust and competitive product shelf.
Collaboration with Relationship Managers (RMs)
- Build and maintain strong partnerships with RMs to deliver integrated wealth management solutions.
- Establish frameworks and best practices for effective joint client coverage, including regular joint meetings, portfolio reviews, and solution presentations.
- Provide ongoing education and support to RMs on investment products, market trends, and portfolio strategies.
Client Advisory & Portfolio Oversight
- Oversee the delivery of holistic and tailored investment advice to clients, ensuring alignment with their objectives, risk tolerance, and regulatory requirements.
- Engage with key clients and prospects, especially in complex or high-value situations.
- Ensure consistent and high-quality portfolio management and reporting standards across the team.
Risk Management & Compliance
- Ensure all investment advisory activities comply with regulatory requirements, internal policies, and ethical standards.
- Oversee risk management processes and proactively address potential issues.
- Maintain high standards of documentation, suitability, and audit readiness.
Market Intelligence & Thought Leadership
- Stay abreast of global and local market developments, regulatory changes, and industry best practices.
- Represent the investment counselling function internally and externally, including at industry events, conferences, and with the media as appropriate.
What is required for you to succeed?
MANAGERIAL OBJECTIVE:
- Talent Development
- Design and implement on-going sales training activities ( collaboration with management team)
- Content alignment with APAC IS team (product knowledge development / continuous learning)
- Team management : Effectiveness and Efficiency
- Work closely with APAC IS team, identify at least one opportunity for cross team synergy
- Provide feedback team head on RM's performance and improvement opportunity
