Relationship manager

Formulates, monitors and implements investment policies to manage assigned portfolios. Devises and implements investment strategies and processes to meet client goals and constraints, constructs and manages portfolios and makes decisions on what and when to buy and sell investments.

Investment Management: Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.

Insights and Reporting: Prepare and coordinate the completion of various data and analytics reports.

Organizational Risk Management: Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.

Sell Customer Propositions: Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and inv...