Investment Specialist- MG Investment Advisor

Responsibilities

• Perform Investment Advisory (IA) and manage a substantial book of Fixed Income on client portfolios
• Support Private Banking activity and ensure client retention
• Cooperate to create investment views and develop marketable products
• Supervise and mentor junior staff within the IA area
• Produce research inputs to analyze and implement investment solutions across commercial segments
• Monitor, rebalance, and restructure portfolios to increase client satisfaction
• Deliver customized solutions to Relationship Managers and clients

Requirements

• Clear understanding of macroeconomic research and ability to convert inputs into investments
• Experience in investment advisory, financial markets, and economic analysis
• Knowledge of developments in the banking and asset management industries
• Thorough understanding of investment instruments and products
• Knowledge of strategic and tactical asset allocation fundamentals
• Proficiency in client risk profiling
• Understanding of financial instruments, correlations, and portfolio management theory