Managed Assets Executive
4 days ago
RAKBANK offers a comprehensive benefits package, including medical care, life insurance, and performance-based compensation. 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.
Your key responsibilities will be:
Main Objectives- Developing and managing a client-centric Managed Solutions offering with a strategic Asset Management partner.
- Implementing investment insights publications and dissemination strategy.
- Maintaining relationships with asset managers and third-party providers.
- Monitoring market trends and competitor activities for growth opportunities.
- Ensuring compliance with regulatory requirements and internal policies.
- Collaborating with distribution teams on promotional strategies.
- Developing Managed Solutions product and insights strategy with a strategic partner.
- Building core capabilities in Strategic and Tactical Asset Allocations, investment themes, model portfolios, and client content.
You will need:
Essential Qualifications- A Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- At least 5 years of experience in Wealth Management, with expertise in strategic and tactical asset allocations, investment themes, and model portfolios.
- A 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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