Assist in the investment portfolio asset allocation of customers.
Allocation between different asset classes & subclasses.
Decisions on products with the asset / sub-asset class.
This will require a good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternative products, etc.
Meeting/interaction with the respective RM and the client
Monitor specific portfolios (HNWIs / Corporates)
Reallocate these portfolios as and when the requirement for risk management or sales opportunity comes up.
Coach RM teams on the latest products and research available, including
Conduct the market update calls for the RMs on a regular basis
Source / Evaluate investment products for distributing to the HNW client base of the bank
Client calls (along with the RM) to educate, provide details and source investments in these products
Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same
Knowledge Requirement:
Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, Commodities, and International Markets.
In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers,
Alternative Investment Funds, Listed Investments & Insurance.
Knowledge of taxation, and tax implications for various investment products.
