Job Summary: 

• Deliver customized wealth management solutions that align with each client’s goals and risk tolerance.
• Use a structured discovery process to identify clients’ full financial planning needs.
• Clarify long-term objectives and any issues that may affect their financial well-being.
• Prioritize these objectives based on urgency and importance.
• Create investment strategies that directly support the prioritized goals.
• Implement the strategies using appropriate financial tools and portfolio structures.
• Regularly monitor performance to ensure the plans remain aligned with client needs.
• Adjust strategies when market conditions or personal circumstances change.
• Maintain strong client relationships through consistent communication and timely support.

Skills on Resume: 

• Client Discovery (Soft Skills)
• Financial Analysis (Hard Skills)
• Goal Clarification (Soft Skills)
• Prioritization Skills (Soft Skills)
• Investment Strategy (Hard Skills)
• Portfolio Management (Hard Skills)
• Performance Monitoring (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Provide clients with exceptional service while cultivating strong, lasting relationships.
• Oversee high-net-worth client accounts that involve substantial assets.
• Offer regular updates on portfolio performance to keep clients informed.
• Explain financial market movements in a clear and accessible way.
• Educate clients on current market strategies and the guiding investment philosophy.
• Serve as the connection between clients and internal research teams.
• Coordinate with the Investment Policy Committee and the trading department to support client needs.
• Participate in a structured training program to gain knowledge in finance and capital markets.
• Apply the insights from training to enhance the quality of client guidance and support.

Skills on Resume: 

• Client Service (Soft Skills)
• Account Oversight (Hard Skills)
• Performance Reporting (Hard Skills)
• Market Explanation (Soft Skills)
• Client Education (Soft Skills)
• Research Liaison (Soft Skills)
• Team Coordination (Soft Skills)
• Financial Training (Hard Skills)

Job Summary: 

• Help clients understand the firm’s top-down portfolio strategy by explaining individual investments and major market events.
• Walk clients through how each investment fits into the broader strategy.
• Learn the firm’s investment philosophy and recommended best practices through mentorship.
• Apply insights gained from mentors to strengthen client interactions.
• Work with the sales team to begin building a base of high-net-worth clients during the first year.
• Develop strong client relationships by serving as a central member of the Private Client Group.
• Create trust with clients through consistent communication and professional support.
• Reach out to clients quarterly to review their asset allocation.
• Assess whether their current positioning aligns with long-term financial goals.
• Use a comprehensive research database that provides access to internal and external analysis.
• Collaborate with internal portfolio decision-makers to support informed investment decisions.
• Coordinate with client service associates and other internal teams to complete operational tasks tied to client portfolios.

Skills on Resume: 

• Portfolio Explanation (Soft Skills)
• Strategy Alignment (Soft Skills)
• Investment Philosophy (Hard Skills)
• Client Acquisition (Soft Skills)
• Relationship Building (Soft Skills)
• Quarterly Reviews (Hard Skills)
• Research Utilization (Hard Skills)
• Operational Coordination (Soft Skills)

Job Summary: 

• Assess client needs, experience, expectations, and risk tolerance.
• Develop a comprehensive investment strategy and asset allocation proposal appropriate to the client.
• Coordinate the execution of the investment strategy with appropriate products and services.
• Monitor client portfolios for performance, appropriateness, and opportunity.
• Provide updates on investment opportunities to clients, prospects, and Relationship Managers.
• Maintain current knowledge of competitor investment capabilities, product offerings, and pricing policies.
• Provide input and support for the development of new business initiatives and product enhancements.
• Identify and communicate issues or limitations related to product, platform, operations, systems, or pricing.
• Ensure the integrity of the sales process and compliance with all internal and regulatory policies.
• Maintain internal control standards, including the timely implementation of internal and external audit points, together with any issues raised by external regulators.

Skills on Resume: 

• Client Assessment (Soft Skills)
• Strategy Development (Hard Skills)
• Execution Coordination (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Opportunity Updates (Soft Skills)
• Competitor Knowledge (Hard Skills)
• Business Support (Soft Skills)
• Compliance Standards (Hard Skills)

Job Summary: 

• Follow the bank’s overarching guidelines and all relevant management policies.
• Ensure every trade and transaction is executed accurately and handled in full compliance with regulations.
• Verify that all dealings meet internal standards and external regulatory requirements.
• Report any irregularities or unexpected incidents in trading activities to management promptly.
• Maintain complete and accurate audit trails for all transactions.
• Adhere to the specific rules governing securities dealing.
• Comply with guidelines related to providing advice on securities and both leveraged and non-leveraged forex.
• Follow regulations for offering guidance on structured deposits.
• Observe the rules for marketing collective investment schemes and assessing client suitability.
• Uphold standards for the client selling process, cross-border practices, and approved marketing documentation.

Skills on Resume: 

• Policy Compliance (Hard Skills)
• Trade Accuracy (Hard Skills)
• Regulatory Adherence (Hard Skills)
• Incident Reporting (Soft Skills)
• Audit Maintenance (Hard Skills)
• Securities Rules (Hard Skills)
• Forex Compliance (Hard Skills)
• Suitability Assessment (Soft Skills)

Job Summary: 

• Explain to clients what they can expect when partnering with the firm.
• Communicate the firm’s investment philosophy in a clear and approachable way.
• Ensure the portfolio strategy is properly aligned with each client’s long-term goals.
• Supervise the transfer and consolidation of client assets.
• Track the ongoing implementation of each client’s portfolio.
• Coordinate with multiple internal teams to deliver exceptional client service.
• Facilitate a smooth handoff by introducing clients to their long-term relationship manager.
• Reinforce client understanding throughout the process to build confidence and trust.
• Support clients during each transition to ensure a positive overall experience.

Skills on Resume: 

• Client Expectations (Soft Skills)
• Philosophy Communication (Soft Skills)
• Strategy Alignment (Hard Skills)
• Asset Transfer (Hard Skills)
• Portfolio Tracking (Hard Skills)
• Team Coordination (Soft Skills)
• Client Handoff (Soft Skills)
• Client Support (Soft Skills)

Job Summary: 

• Develop comprehensive and customized investment portfolios using an open architecture, multi-asset strategy platform.
• Monitor and manage portfolios in compliance with an Investment Policy Statement prepared for each client in accordance with firm practice.
• Help acquire new clients, together with sales directors and independent advisors, and take ownership of the investor compliance component of the client onboarding process.
• Manage client portfolios and service existing clients to grow Assets under Management.
• Take a proactive, disciplined approach to rebalancing client portfolios.
• Monitor and report on client performance.
• Meet with clients, together with the team, regularly to discuss/update on the progress of their plan and amend on demand.
• Work collaboratively with the team in client acquisition activities.
• Effectively communicate the firm’s investment philosophy and risk management approach to current and prospective clients.
• Ensure the investment management process adheres to all internal and external compliance policies and procedures.
• Ensure client portfolios comply with all appropriate compliance policies and procedures.

Skills on Resume: 

• Portfolio Development (Hard Skills)
• Policy Compliance (Hard Skills)
• Client Acquisition (Soft Skills)
• Portfolio Management (Hard Skills)
• Proactive Rebalancing (Hard Skills)
• Performance Reporting (Hard Skills)
• Team Collaboration (Soft Skills)
• Philosophy Communication (Soft Skills)

Job Summary: 

• Assist the team on key relationships with investment proposals, performance reporting, and general portfolio administration.
• Liaise with investment finance on capital markets trades for the team.
• Work towards agreed team revenue targets.
• Work towards taking responsibility and ownership for client relationships.
• Help with marketing initiatives.
• Learn how to provide advice on markets, products, and asset allocation.
• Promote new products and managers, and comprehensively monitor existing ones.
• Coordinate product launches within the team.
• Gain solid knowledge in portfolio construction and the asset allocation process, trading, and managed investments.
• Attend review meetings and disseminate appropriate information to other team members.
• Effectively ensure that the client’s risk profiles are in line with the current clients' positions.

Skills on Resume: 

• Proposal Support (Hard Skills)
• Capital Liaison (Hard Skills)
• Revenue Targeting (Soft Skills)
• Client Ownership (Soft Skills)
• Marketing Support (Soft Skills)
• Market Advice (Hard Skills)
• Product Promotion (Soft Skills)
• Risk Alignment (Hard Skills)

Job Summary: 

• Support Relationship Managers in the positioning and delivery of investment solutions to clients and prospects of the private bank.
• Partner with Relationship Managers to conduct portfolio reviews and provide periodic investment idea follow-up within the client portfolio context.
• Engage directly with clients only when additional support is required by the Relationship Manager.
• Maintain internal control standards, including the timely implementation of internal and external audit points and any issues raised by external regulators.
• Understand and follow all relevant internal and external rules, regulations, and procedures governing the business.
• Comply with required standards, policies, and guidelines.
• Adhere specifically to Internal Controls and all applicable Compliance policies.
• Apply the Compliance Policy and ensure consistent alignment with regulatory expectations.

Skills on Resume: 

• Investment Delivery (Hard Skills)
• Portfolio Reviews (Hard Skills)
• Client Support (Soft Skills)
• Control Standards (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Policy Adherence (Hard Skills)
• Internal Controls (Hard Skills)
• Compliance Alignment (Hard Skills)

Job Summary: 

• Provide investment advice and solutions to CROs and their clients on global products, including fixed income instruments, equities, funds, hedge funds, derivatives, and structured products.
• Develop a close collaboration with CROs and ensure high availability for client meetings.
• Implement advisory mandates booked locally.
• Assist CROs in sourcing discretionary mandates.
• Serve as the main point of contact for CROs for all investment matters.
• Proactively conduct book reviews, portfolio analysis, and health checks with the CRO and agree on actions to close gaps, leading to reduced risks and higher client activity.
• Monitor CRO satisfaction.
• Spot client opportunities and source investment ideas.
• Develop and share product ideas.
• Cover local investment products to reflect local needs.
• Support the Suitability and Appropriateness aspects.

Skills on Resume: 

• Investment Advice (Hard Skills)
• CRO Collaboration (Soft Skills)
• Mandate Implementation (Hard Skills)
• Discretionary Sourcing (Hard Skills)
• CRO Support (Soft Skills)
• Portfolio Analysis (Hard Skills)
• Opportunity Spotting (Soft Skills)
• Suitability Support (Hard Skills)

Job Summary: 

• Build a deep understanding of the investment platform and build strong partnerships with the key colleagues creating that platform.
• Build a deep relationship with relationship management partners and the support teams that assist them.
• Work with the relationship management team on prospecting with clients and intermediaries and on RFPs.
• Help to define and implement, on behalf of assigned clients and the team more broadly, investment proposals, performance reporting, reviews, and general portfolio administration.
• Meet specific and agreed personal and team financial and non-financial goals.
• Liaise with investment finance to support capital markets trading.
• Work towards taking responsibility and ownership for client relationships.
• Ensure the delivery of commercial goals while maintaining the highest levels of proprietary and ethical best practice, including full documentation of call reports and pipeline management for personal CRM and subsequent audit of best practice behaviours.
• Help with demand assessment for new products and managers, and comprehensively monitor existing ones.
• Share positioning emails and promotional materials with the broader investment community to pool collective efforts.
• Gain solid knowledge in portfolio construction, the asset allocation process, trading, and managed investments.
• Attend review meetings and disseminate appropriate information to other team members.
• Ensure that client risk profiles remain aligned with current client positions.

Skills on Resume: 

• Platform Knowledge (Hard Skills)
• Partnership Building (Soft Skills)
• Client Prospecting (Soft Skills)
• Proposal Support (Hard Skills)
• Goal Achievement (Soft Skills)
• Capital Markets Liaison (Hard Skills)
• Client Ownership (Soft Skills)
• Ethical Practice (Soft Skills)