Head of Select Equity Investments Boutique
Full time Bank Profile posted 3 months ago in Investment Shortlist Email JobJob Detail
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Career Level Executive
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Experience 4 Years
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Gender N/A
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Industry Banking
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Qualifications Degree Bachelor
Job Description
Qualifications/Experience
- Bachelor Of Accounting Honours, Economics, Finance or equivalent.
- At least 8 years working experience in a similar position.
- Strong understanding in asset Allocation, Client Acquisitions, Customer Accounts, Customer Retentions, Equities, Investment Policy Statements, Investments, Investment Strategies, Portfolio Performance Analysis, Portfolio Reviews, Portfolio Risk, Strategic and Tactical Asset Allocation.
KEY RESULT AREAS
- Develops, implements and reviews investment and/or economic strategies based on management philosophy and customer objectives.
- Assists in client acquisition and client retention efforts and meets existing clients, providing periodic portfolio reviews and updates.
- Assists in the formulation of Strategic and Tactical Asset Allocation.
- Manages portfolio risk and portfolio performance and communicates to clients.
- Executes clients’ instructions, implements the appropriate asset allocation and picks the right stocks for clients.
- Ensures that all equity related portfolios are compliant with client mandates, investment policy statements or stipulation of relevant statutory or regulatory bodies.
- Supervises the trading of client accounts and ensures that clients’ portfolios are updated regularly.
- Assists in refining current products and developing new products that are relevant to our clients.