Senior Specialist, Investors Advisory

•       Wealth Insight Materials ; to work with GCC, fund house partners and source from public information to provide insight framework, to review insight materials and to ensure dissemination of such materials to the right audience

•       Market and Research; to provide update to internal and external clients in latest market update / events.

•       Product Research; to provide updates to internal and external clients on latest product updates, competitor analysis and updates on product performance. To assist in review and promote fund focus / new product pipeline

•       Portfolio Tool; to work closely with portfolio team to review and updates portfolio template and model portfolio.

•       Investment Performance Analysis ; to review bank’s investment portfolio exposure, to analyst client’s investment exposure and to provide suggestion in order to optimize client’s overall investment performance and to reduce overall bank’s investment exposure risk

•       Client Communication ; to actively engage communication with internal and external clients via existing and new communication channel including short message, webinar, email and other written communication on areas relating to market and product update.

•       Performance Report; to provide overall view on all type of investment product performance and sales performance with end objective for the team to achieve our financial goals.