• Manage investment projects related to regulatory requirements and oversee broader investment change initiatives.
• Support daily oversight of the full investment range to ensure it functions as intended for investors.
• Coordinate the delivery of fund launches, changes, and closures to maintain a relevant and effective offering.
• Represent at Group Investment Forums and in discussions with external fund managers.
• Collaborate with investment teams and third-party providers to support the ongoing management of the investment proposition.
• Conduct regular proposition management reviews to uphold internal governance standards.
• Identify areas for enhancement or adjustment based on review findings.
• Ensure timely updates to the investment offering in response to market or regulatory developments.
• Oversee team processes to ensure they meet established control requirements.
• Maintain compliance and operational efficiency across all investment activities.

Skills: Regulatory Project Management, Investment Oversight, Fund Coordination, Stakeholder Engagement, Investment Collaboration, Governance Reviews, Proposition Enhancement, Compliance Oversight

• Understand and promote ESG/SI investment strategies with strong knowledge of the regional markets and competitor trends in sustainable investing.
• Support the specialist team in researching ESG topics and preparing marketing and education documents.
• Scale the SI franchise by enabling client coverage and investment specialists globally to deliver key SI value propositions and solutions to clients.
• Partner with products and investment specialists to develop innovative SI/ESG products based on client requirements and market knowledge.
• Work closely with investment teams to ensure that sustainability is adequately reflected in client materials.
• Stay informed on evolving ESG standards to strengthen strategic positioning.
• Contribute to the creation of materials that enhance client understanding of sustainable investment approaches.
• Assist in aligning sustainability messaging across internal and external communications.

Skills: ESG Strategy Insight, ESG Research Support, SI Growth Enablement, ESG Product Design, Sustainability Integration, ESG Standards Knowledge, Client Education Support, Sustainability Messaging Alignment

• Continuously monitor the market environment and stay informed on current financial events.
• Use proprietary planning and investment software tools efficiently to support advisory workflows.
• Deliver investment management services, including preparing investment proposals and conducting managed account reviews.
• Generate analytical reports for financial advisors to evaluate client portfolio performance and market trends.
• Develop tailored investment recommendations based on clients’ goals, risk tolerance, time horizon, and financial objectives.
• Communicate with clients through outbound calls to discuss trading activities and provide updates.
• Place both discretionary and non-discretionary investment transactions accurately and on time.
• Ensure that all client transactions and recommendations align with compliance and regulatory standards.
• Support advisors in delivering a high-quality investment experience through data-driven insights and proactive service.

Skills: Market Analysis, Investment Tools, Proposal Preparation, Portfolio Analysis, Tailored Advice, Client Outreach, Trade Execution, Compliance Oversight

• Facilitate client onboarding and maintain client identification and documentation requirements.
• Validate and process client requests to transfer funds and securities.
• Provide direct client support, including requests for information or documents, and the establishment and maintenance of accounts.
• Execute client-directed orders across equities, fixed income, mutual funds, and foreign exchange.
• Generate or maintain reports that support management and control of the business.
• Manage and execute projects that improve the control framework of the platform or drive operational improvement.
• Manage the execution of complex lending transactions at closing and handle post-closing maintenance and support for the overall lending book.
• Support and direct the execution of deposit transactions for UHNW and corporate clients, and help maintain the deposit book.
• Gain exposure and work in partnership with a variety of internal partners across the firm.
• Contribute to a high-visibility, high-impact entrepreneurial effort that is central to the strategy.
• Build a strong network of colleagues inside the organization to support long-term professional growth.
• Strengthen the platform through consistent collaboration and operational excellence.

Skills: Client Onboarding, Request Processing, Client Support, Order Execution, Report Management, Project Delivery, Lending Operations, Deposit Support

• Initiate and follow up on sales calls to drive engagement and business growth.
• Provide intermediaries with effective sales ideas and respond to product-related inquiries.
• Prepare proposal materials and run product illustrations to support sales efforts.
• Identify new sales opportunities and support the launch of new products.
• Assist with client support tasks such as meeting coverage, due diligence preparation, and sales analysis.
• Coordinate and deliver communication and training for wholesalers to ensure alignment and understanding.
• Work closely with the sales team to boost sales in the assigned region and strengthen intermediary relationships.
• Assess client needs and collaborate internally to provide tailored service to assigned intermediaries.
• Leverage strategic partnerships with investment providers, advisors, and clients to enhance market reach.
• Effectively communicate key messages about the investment portfolio, market developments, and emerging opportunities.

Skills: Sales Prospecting, Intermediary Support, Proposal Preparation, Opportunity Identification, Client Assistance, Training Coordination, Team Collaboration, Strategic Communication

• Represent the firm’s sustainable equities strategies in coordination with investment and distribution teams.
• Collaborate closely to ensure consistent messaging and strategic alignment across departments.
• Lead marketing efforts targeted at both Institutional and Wholesale clients.
• Create compelling investment-related content to support sales and marketing initiatives.
• Craft clear and informative materials that effectively communicate the firm's sustainable investment solutions.
• Deliver detailed and technical insights on covered strategies to internal stakeholders and external partners.
• Act as a subject matter expert to enhance understanding and trust in sustainable equity offerings.
• Monitor investor demand and analyze the competitive landscape to inform marketing strategies.
• Adapt marketing initiatives to align with evolving client needs and industry trends.

Skills: Sustainable Strategy, Cross-Team Alignment, Client Marketing, Content Creation, Material Development, Technical Insights, SME Expertise, Market Analysis

• Recommend tailored financial solutions to help members achieve their personal goals.
• Provide knowledgeable and friendly guidance on available investment options.
• Establish and maintain strong, trust-based relationships with members.
• Support portfolio growth by meeting individual performance targets and objectives.
• Proactively monitor the renewal schedule of maturing investments.
• Ensure members receive timely notifications and clear guidance on their renewal options.
• Advise members on suitable alternatives based on current market conditions and personal goals.
• Assist with the renewal process to ensure smooth transitions and continued alignment with objectives.
• Maintain a high standard of service to enhance member satisfaction and investment outcomes.

Skills: Financial Solutions, Investment Guidance, Member Relations, Performance Targeting, Renewal Monitoring, Timely Communication, Market-Based Advice, Renewal Support

• Articulate market opportunities and position hedge fund and private credit solutions versus traditional assets, as well as competitor products.
• Drive strategy discussions that challenge the PM team and ensure portfolio objectives are achieved with participation.
• Play a key role on the management team to act as a voice bridging the client perspective with investment team ideas.
• Partner with clients and the investment team to build new innovative solutions.
• Create relevant content to stay top of mind with clients and client advisors.
• Represent the team in broader Diversity, Equity Inclusion initiatives.
• Support ongoing collaboration between client-facing and investment functions to align strategic priorities.
• Contribute insights that strengthen solution design and market positioning while maintaining client focus.

Skills: Market Positioning, Strategy Facilitation, Client Advocacy, Solution Innovation, Content Development, DEI Engagement, Cross-Team Alignment, Insight Contribution

• Manage an assigned book of investment business encompassing primarily term deposits and mutual funds.
• Build and maintain strong, trusted member relationships by providing customized service based on customers’ investment planning needs and risk profile.
• Review and analyze portfolios on a regular basis and recommend adjustments to balance the portfolio based on client objectives and risk assessment.
• Proactively build business and membership both within the current portfolio and through new clients.
• Participate in business development plans and activities to build networks for new customers or referrals and establish relationships with potential new customers through proactive networking, sourcing, and follow-up.
• Provide consultative services for mutual fund investment-related member interactions managed by branch management and staff.
• Share industry trends and product knowledge with the branch proactively or through regularly scheduled branch meetings.
• Interview customers, analyze current wealth management products, and refer customers to an Investment Advisor if assessment determines a need for financial planning, estate and tax planning, or life insurance products.

Skills: Portfolio Management, Member Relations, Portfolio Analysis, Business Development, Network Building, Consultative Support, Product Knowledge Sharing, Client Referral Assessment

• Communicate and deliver the firm’s investment philosophy and process, investment strategies, and performance to clients, prospective clients, and consultants.
• Develop and maintain a full technical understanding of 2nd and 3rd generation strategies.
• Pitch and present to a wide range of clients and prospects in settings from one-on-one meetings to conference main-stage presentations across Advisor, Consultant, and Institutional channels.
• Act as the primary point of contact between Investment Teams and clients or prospects.
• Build and maintain partnerships across Distribution, Marketing, and Investment Teams to share knowledge, provide market insights, deliver actionable recommendations, assist with execution of distribution and client service plans, and capitalize on company strengths.
• Work with key partners to develop, refine, and execute a strategy that includes messaging and product positioning.
• Contribute to thought leadership and support the creation of effective client and marketing materials.
• Develop an acute understanding of client expectations and goals.
• Maintain a detailed pulse on marketplace changes, competitor perspectives, and industry trends.
• Share client and market feedback to ensure alignment of interests for the Investment Team and maintain integrity in all client-facing and marketing-facing communications.

Skills: Investment Communication, Strategy Mastery, Client Presentations, Client Liaison, Cross-Team Partnership, Product Positioning, Thought Leadership, Market Awareness

• Serve as an important member of product teams typically led by an Investment Director and working in conjunction with Investment Analysts.
• Focus principally on assisting in the development of a strategy for a key regional market, which is an exciting and growing opportunity.
• Support the research and product development of the firm’s future product pipeline as part of regional expansion efforts.
• Work closely with the investment team to help craft the investment philosophy and process of new strategies to be offered.
• Build knowledge of global equity strategies and work on the representation of select strategies relevant to the client base in the region.
• Collaborate with Investment Directors, investment teams, and business professionals to contribute to reviewing and evaluating the integrity of equity approaches, positioning approaches for marketplace success, and managing business issues such as capacity, fees, and guidelines.
• Perform analyses that ensure portfolio integrity by overseeing portfolio positioning, performance, and risk exposures.
• Contribute to the development of new investment strategies and client solutions while conducting market and competitor analysis.
• Evaluate product overlap and capacity trends, and prepare white papers and presentation materials that differentiate portfolios.
• Handle additional duties such as market analysis, competitor analysis, review of RFPs, and creation and maintenance of marketing materials.
• Participate over time in meetings with clients, prospects, and consultants to communicate investment philosophy, strategy, positioning, and performance.
• Support investment teams and their respective portfolios by introducing and conducting portfolio reviews with clients, prospects, and consultants.

Skills: Strategy Development, Product Research, Equity Knowledge, Portfolio Analysis, Market Evaluation, Competitive Analysis, Material Creation, Client Communication

• Financial planning experience.
• Working knowledge of financial planning, insurance laws, insurance products, and investment products. 
• Good knowledge of tax law and the general financial and economic market.
• Experience developing customized wealth-management strategies aligned with clients’ long-term financial objectives.
• Skilled in conducting periodic portfolio reviews to ensure alignment with risk tolerance, liquidity needs, and market conditions.
• Ability to deliver advisory presentations and financial education workshops to enhance client financial literacy.
• Familiarity with estate planning tools such as trusts, wills, and beneficiary structures.
• Excellent communication and people skills. 
• Enthusiasm for achieving goals and being able to work under pressure to deliver the individual sales target. 
• Positive and good corporate mindset. 
• Open-minded and willing to embrace changes.

Qualifications: BS in Finance with 3 years of Experience

• Industry experience, preferably in a relevant capacity, with a CFA.
• Proficient in extracting, aggregating, and presenting data to support team initiatives and client inquiries.
• Strong business judgment and curiosity about financial markets.
• Experience in conducting portfolio performance reviews and generating actionable insights to optimize investment strategies.
• Working knowledge of the development of investment proposals, pitchbooks, and client-facing materials for advisory meetings.
• Familiarity with risk management methodologies such as VaR, stress testing, and scenario analysis.
• Working knowledge of fixed income, equities, alternatives, and multi-asset investment vehicles.
• Self-starter, takes initiative, with superb attention to detail.
• Well-developed written and interpersonal communication skills.
• Creative problem-solving, solutions-oriented mindset.
• Ability to work independently and with a team.

Qualifications: BS in Investment Management with 5 years of Experience

• Demonstrated success in managing balanced portfolios for clients.
• Knowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies, and strategic planning.
• Must be dedicated to the "client first" and possess uncompromising personal integrity and ethics.
• A passionate investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines.
• Progressive experience working with sophisticated investors with experience covering the Segment, ideally, Series 7 and 63 certification or equivalent
• A CFA designation.
• Exceptional investment acumen.
• Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the company.
• Highly motivated and a self-starter capable of managing long-term relationships, initiating, and cultivating new client relationships.
• Always be a team player
• Strong interpersonal skills and the ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written.

Qualifications: BS in Economics with 8 years of Experience

• Industry experience, preferably in private market asset classes.
• Knowledge of the global sustainable investment/ESG landscape.
• Ability to translate regulations and standards to make them applicable to real assets.
• Ability to consider how ESG and sustainable investment themes could be translated into commercial concepts.
• Experience collaborating with investment, risk, and operations teams to embed sustainability frameworks into portfolio management processes.
• Experience in the development of impact measurement methodologies and reporting tools for private market portfolios.
• Ability to manage stakeholder engagement with external managers, industry bodies, and regulatory groups to align on sustainability initiatives.
• Strong analytical mindset with the ability to distill complex sustainability issues into clear insights for decision-makers.
• Skilled in cross-functional coordination, ensuring alignment across investment, sustainability, and compliance teams.
• Strong interpersonal skills.
• Ability to work independently and willingness to take ownership of various ESG-related projects.

Qualifications: BS in Financial Engineering with 6 years of Experience

• Courses towards or completion of the CFP Designation.
• Experience in a front-line position within a financial institution with proven sales experience in RRSP/Investment deposits.
• Mutual fund license.
• Experience selling third-party mutual Funds.
• Experience managing a portfolio of clients.
• Detailed experience with deposit-related products, personal lending, and residential mortgages
• Familiarity with PlanPlus financial planning software.
• Familiarity with PALTrak.
• Strong relationship-building skills, with the ability to cultivate trust and long-term loyalty across diverse client groups.
• High level of organizational discipline.
• Clear consultative communication style.
• Resourceful problem-solver who can identify client needs quickly and present tailored financial solutions with clarity.

Qualifications: BA in International Business with 2 years of Experience

• CIIA or CFA designation.
• Investment advisory/management experience
• Previous client-facing experience.
• Cross asset class experience with a bias towards equities, derivatives, and structured products.
• Working knowledge of alternative investments.
• Fluency in German and good English, both written and spoken.
• Excellent technical knowledge across asset classes, investment vehicles, and the mandate/product offering.
• Excellent understanding of portfolio construction, investment processes, and risk management approaches.
• Excel in software packages, online information systems, front-end management, and order-placing systems, e.g., Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio, Prime, Pcube, Sylvan, etc.
• Strong client-focused attitude and used to working under pressure.
• Excellent presentation skills.
• Proven team player, but also able to work on your own.

Qualifications: BS in Business Administration with 7 years of Experience

• Professional experience in investment banking, private equity, or management consulting.
• Direct investing experience with a private equity fund, fund of funds, institutional investor, sovereign wealth fund, or similar entity, with a focus on equity and quasi-equity investments.
• Strong practical experience in structuring, negotiating, and monitoring fund investments and direct co-investment transactions, preferably in a fund of funds context.
• Strong understanding of and experience in building financial models for valuations and financial returns analysis.
• Highly motivated and strong work ethic.
• Proactive self-starter, with proven ability to initiate (including being resourceful in identifying fund managers) and bring deals to completion.
• Sound business judgment, problem-solving, and commercial instincts.
• Excellent organizational and time management skills.
• Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels.
• Excellent oral and written communication skills in English.
• Demonstrated ability to communicate ideas clearly and confidently with good presentation skills in one-on-one settings or to larger groups.
• International experience working in development in several countries.

Qualifications: BS in Actuarial Science with 10 years of Experience

• Relevant asset management experience.
• Strong understanding of all public market asset classes and across a range of investment strategies.
• Good understanding of the commercial dynamics of the intermediary and institutional channels in the Asia ex-Japan region.
• Experience managing client portfolios across diverse mandates, ensuring alignment with investment policy statements and strategic objectives.
• Able to coordinate product specialists, sales teams, and portfolio managers to enhance client servicing and distribution efficiency.
• Ability to explain and present investment strategies to sophisticated institutional and intermediary clients.
• Experience leading due diligence meetings and competitive analyses to benchmark the firm’s offerings against peer products and market trends.
• Experience in building and maintaining institutional-grade reporting packages, including performance attribution, market commentary, and product positioning.
• Strong interpersonal, presentation, and written and oral communication skills.
• Collaborative team player, entrepreneurial, and able to use own initiative, and to influence and persuade at a high level both internally and externally.
• Results-focused and strong relationship-building skills.
• Have a service-oriented mindset with the enthusiasm, drive, and ability to develop significant sales across a growing range of products.

Qualifications: BS in Financial Planning with 9 years of Experience

• Experience as an Investment Specialist or Investment role, holding a CFA.
• Strong acumen in equity markets.
• Robust command of the global investment industry and strategy knowledge.
• Significant prior experience speaking in front of large groups of sophisticated investors.
• Experience in leading in-depth market analyses and providing actionable investment insights on global equity markets, including emerging markets and sector-specific trends.
• Experience in developing and presenting tailored investment strategies to institutional investors, managing their portfolio allocations across various asset classes.
• Strong grasp of global investment vehicles, including mutual funds, ETFs, hedge funds, and structured products across different market cycles.
• Familiarity with market microstructure and factors influencing stock price movements, including liquidity, sentiment, and macroeconomic data.
• Working knowledge of regulatory requirements and compliance frameworks affecting global investment strategies (e.g., MiFID II, SEC rules).
• Highly articulate and expresses thoughts clearly and concisely.
• Exceptional public speaking skills.
• Strong team player with the ability to work well with others toward common goals.
• Committed to agility, continuous learning, and improvement.

Qualifications: BS in Banking and Finance with 11 years of Experience

• Working experience as a product specialist or financial advisor.
• Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions.
• Deep knowledge of specific complex financial solutions and products, including the knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products.
• Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
• Demonstrated ability and experience to correctly identify client needs.
• Solid skills to manage a consultative sales process.
• Solid understanding of global anti-money laundering standards.
• Knowledge of local and Group compliance regulations
• Specialised in one or more product categories, e.g., Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage, etc.
• Good team player with collaborative skills.
• Ambitious about providing the highest standards of delivery to colleagues and clients
• Technical coaching skills in the area of expertise.
• Experienced group presenter and proven ability in customising presentations to meet individual client needs.
• A mature individual able to instill confidence with colleagues and clients alike.

Qualifications: BS in Quantitative Finance with 8 years of Experience

• Expert understanding of the insurance industry, particularly understanding insurance balance sheets and capital.
• Strong understanding of constraints and demands of annuity books, including matching adjustment regulations.
• Solid experience of investing in private/illiquid asset classes.
• Experienced understanding of investment strategy and investment decision-making frameworks for large annuity writers.
• Proven experience in building investment processes and investment strategies.
• Experience leading cross-functional collaboration between actuarial, risk, and investment teams to enhance long-term balance sheet outcomes.
• Exposure to managing end-to-end execution of complex transactions, including due diligence, structuring, and performance monitoring.
• Ability to conduct strategic asset-liability analysis to optimize portfolio resilience under various regulatory and economic scenarios.
• Experience overseeing reporting and governance processes to support senior investment committees and board-level discussions.
• Strong stakeholder-influencing skills.
• Strategic mindset with the ability to translate long-term objectives into practical investment actions.
• Ability to manage ambiguity and make effective decisions under evolving regulatory or market conditions.

Qualifications: BA in Business Economics with 12 years of Experience