Strategic Portfolio Manager
5 days ago
RABANK fosters a culture of innovation, growth, and excellence. We are not just a bank - we are a community that thrives on teamwork, cutting-edge solutions, and the highest standards of governance.
As an Associate Vice President of Managed Solutions and Investment Insights, you will lead a portfolio-based approach in Wealth Management, managing a strategic partnership to develop investment solutions. The goal is to enhance our value proposition, drive growth, and deliver compelling managed solutions for clients.
Responsibilities- Develop and manage a client-centric Managed Solutions offering with a strategic Asset Management partner.
- Implement investment insights publications and dissemination strategy.
- Maintain relationships with asset managers and third-party providers.
- Monitor market trends and competitor activities for growth opportunities.
- Ensure compliance with regulatory requirements and internal policies.
- Collaborate with distribution teams on promotional strategies.
- Develop Managed Solutions product and insights strategy with a strategic partner.
- Build core capabilities in Strategic and Tactical Asset Allocations, investment themes, model portfolios, and client content.
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum 5 years of experience in Wealth Management, with expertise in strategic and tactical asset allocations, investment themes, and model portfolios.
- Proven track record in developing and managing wealth products/services partnerships.
- Strong knowledge of financial markets, investment strategies, and regulatory requirements.
- Excellent communication, interpersonal, and analytical skills to influence stakeholders and drive continuous improvement.
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