About the job
Reporting to the Head of Investment Advisory, you will attend to Relationship Managers/ Investment Advisors’ queries on all equity matters on a timely and professional manner.
Working with Relationship Managers to produce quality Investment Proposals & Portfolio Reviews, you will prepare tailor-made Equity/ structured products solutions for end clients. Proficient in making presentations to the marketing platform, you will achieve revenue income and increase business volume to meet annual targets. You will provide research and stock ideas and be responsible for the assigned sector coverage in global equities markets and will generate investment ideas. You will contribute to the overall investment strategy for the firm, and will conduct both fundamental stock research and macro analysis.
- Good financial degree. CFA preferred
- 5 – 8 years of relevant work experience, preferably in Private Banking
- Possess strong communication skills
- Possess good VBA/Excel skills
- Able to socialize/ communicate with people from all spectrum
- Genuine, approachable and sincere in wanting to help others
- Strong team player who is able to function independently
Submit your application to quoting the Job Title.
Your interest will be treated in strict confidence.
Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.
