Primary mandate is to perform Investment Advisory (IA)
Manage and keep oversight of the substantial book of clients portfolios across the various asset classes.
Support the client portfolio management and act effectively to retain clients in case of departure of a RM;
Actively cooperate to create the areas view in all matters related to investments and on how to turn them into marketable products.
Key Result Areas
The Investment Specialist must produce sound research inputs which must help the area to efficiently analyze, propose and implement investment solutions for clients across all commercial segments.
Monitor, rebalance and restructure portfolios in order to generate higher levels of satisfaction from the clients;
The Investment Specialist must deliver customized solutions to Re...
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