Senior Associate, GCB SP CIOO - Investment Solutions (Structured Products) MY

Job Purpose *

To produce well-researched investment advice in areas of specialisation spanning Structured Investments, Equity and ETFs for the Private Banking and Private Wealth businesses

Key Responsibilities *

Idea generation and monitoring

• Produce reports on investment ideas based on top-down and bottom-up analysis, employing qualitative and quantitative methodologies
• Keep abreast of financial markets and company developments through engagements with analysts/company management/industry experts
• Work closely with the relevant teams within the Chief Investment Office to generate ideas for Model Portfolios and Structured Investments
• Assist the Team with preparation of investment publications

Communication and stakeholder engagement

• Articulate investment ideas to Relationship Managers and clients via written and verbal channels
• Support Relationship Managers through updates on key market/company developments and house views as well as knowledge-sharing sessions on structured solutions and ETFs
• Work with internal stakeholders including Group Treasury & Markets and Investment Consultants/Advisors to improve sales efforts

Tailored portfolio advisory

• Review and propose tailored strategies to optimize clients investment portfolios, aligned with individual investment goals, house views and recommended asset allocation.

Professional Qualification and/or Regulatory, Licensing requirements

• CMSRL holder for Investment Advice. CFA will be an added advantage.

Relevant Work Experience

• Equity research, technical & quantitaive analysis, asset management, finance and capital markets-related roles.

Skills (Essential to succeed in this job)

Hard Skills

• Sound fundamental and technical analysis, excellent written and verbal articulation of investment strategies, proficient with Microsoft Office and Bloomberg applications

Soft Skills

• Think Critically
• Communicate Clearly
• Create Accountability
• Build Relationships