Senior Investment Advisor

Primary mandate is to perform Investment Advisory (IA) Manage and keep oversight of the substantial book of Fixed Income on clients portfolios across the various commercial segments of the bank; Support the Private Banking activity and act effectively to retain clients in case of departure of a RM; Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable products. Supervise and mange junior staff acting as a mentor for them on subjects related to the IA area.

Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments. Experience in investment advisory, financial markets and economic analysis. Skilled and knowledgeable on developments in the banking and asset management industries. Thorough understanding of products and investment instruments. Thorough knowledge of strategic and tactical asset allocation fundamentals. Knowledge on risk profiling of clients with reference to choosing the right product for the right investor. Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory.