Investment ManagerAdvisor

Skill Farm Members are invited to apply forthe followingrole:

Responsibilities:

Identifycross selling opportunities between departments and executingthem.

Assist Relationship Managers inattracting new asset under management, understanding new productsand identification of potential investmentclients.

Verify advisory and discretionarytrades are properly executed and reflected in Adventsystem.

Assess and evaluate client riskprofiles on an ongoing basis.

Identifyappropriate products from the range of availablesolutions.

Construct client investmentportfolios based on risk profile, available products, andprevailing asset allocation models.

Regularlyreport on performance of client investmentprofile.

Review and rebalance client riskprofiles on an ongoing basis and discuss proposed changes withclients and relationship.

In conjunction withChief Investment Office, prepare and discuss investment accountreviews.

Analyze positions, asset allocation,suitability and propose investment switches or newideas.

Participate in hiring InvestmentAdvisors (identifying profiles,interviews).

Skills &Qualifications:

Minimum Bachelor'sDegree in finance-related field.

At least 7years financial experience, out of which 5 years of investmentexperience and 3+ years Private Banking experience with investmentbias.

In-depth knowledge of the product andservices, associated charges / fees, legal provisions, deliveryprocess, equity and bond market, unit trusts and other personalinvestment services.

Solid understanding ofthe bedrock financial theory.

Understandprocedures for Securities Dealing & Forex trades, viaTreasury dealers (within delegations).