The Investor's main responsibility is to support clients and bankers in all aspects related to portfolio management (follow-up / proposal / implementation / accountability) based on the Investment Committee decisions.
Typical activities and responsibilities will include:
- Conduct portfolio reviews with clients looking for strategic and tactical opportunities in all asset classes and prepare recommendations of appropriate investment products based on client's risk profile.
- Focus on market trends/opportunities and maintain communication with internal and external client and providers.
- Develop, close sales and monitor complex investment products.
- Proactively participate in the investment idea generation process while interacting with other members of the investment team.
- Establish a close working relationship with internal clients (Bankers).
- Adhere to internal and external policies, procedures, processes and guidelines.
- Execute securities trades, requested by clients and /or their third party managers or registered representatives in a timely manner.
- Maintain and control the distribution of products to internal clients through investment meetings and presentations.
- Work closely with Strategy, Products, Treasury, and Trading desk in creating solutions for clients.
- Compliance with laws, rules, regulations and the bank's code of conduct and AML policies and procedures.
