About the role
AI summarisedThis is a senior role in private banking at a major bank, responsible for designing and delivering mandate-based investment solutions for high-net-worth clients. The specialist will work with relationship managers to structure customized mandates, ensure compliance, and drive business growth.
BusinessFull-timeGeneral
Key Responsibilities
- Develop and implement mandate solutions for private banking clients, including discretionary and advisory mandates.
- Collaborate with relationship managers to understand client needs and design tailored investment strategies.
- Monitor and review mandate performance, ensuring alignment with client objectives and risk parameters.
- Provide expert advice on asset allocation, product selection, and market trends.
- Ensure compliance with regulatory requirements and internal policies.
- Drive business development initiatives to grow mandate assets under management.
- Train and mentor junior team members on mandate solutions and best practices.
- Prepare and present mandate proposals to clients and internal stakeholders.
Requirements
- Minimum 10 years of experience in private banking or wealth management, with a focus on mandate solutions.
- Strong knowledge of investment products, including equities, fixed income, structured products, and derivatives.
- Proven track record in designing and managing discretionary mandates.
- Excellent understanding of regulatory and compliance frameworks in private banking.
- Strong analytical and quantitative skills.
- Excellent communication and presentation skills.
- Ability to build and maintain relationships with high-net-worth clients.
- Team player with leadership capabilities.
- Bachelor's degree in Business, Finance, Economics, or related field; CFA preferred.
- Fluent in English; additional languages are a plus.