The Position Holder is responsible for contributing to the formulation of investment strategies, product development and process improvement initiatives; maintain coverage of assigned research responsibilities; ensuring efficient trade execution, portfolio administration and transaction processing; supporting Senior Portfolio Managers, and maintaining secondary responsibility for asset portfolio.
Duties and Responsibilities
Investment Strategy: Active contribution to the development and implementation of strategies to improve the portfolio management function. The Position Holder is also responsible for the implementation of agreed investment strategies and action plans, and ensuring adherence to investment mandates and client profiles.
Reports and Presentations: Preparation of strategy reports and presentations on quarterly, half-yearly and annual basis, or as required. The Position Holder is also responsible for actively participating in the preparation and delivery of client presentations when necessary.
Portfolio Appraisal: Conduct periodic return appraisals for all portfolios with the help of PPM. Portfolio analysis, including portfolio optimization, index/ benchmark and asset class analysis
Research: Responsible for preparing research articles, notes and reports, as well as developing and improving research tools.
Product Development: Contribution to product development
Market Research: Ongoing assessment of the universe of investible markets, asset classes and securities (using top-down and bottom-up approaches) and maintenance of associated records. The Position Holder is also responsible for the formulation and articulation of views on economies, markets and/ or individual securities with a view to guiding the investment decision-making process
Financial and Trading Analysis: Perform detailed financial, product and trading analysis and build valuation models
Trade Execution: Trade execution, including compilation and dissemination of approved portfolio trade orders to counterparties. The Position Holder is also responsible for ensuring efficient and accurate posting of portfolio and transaction data.
4 - 6 years of relevant experience.
Bachelor Degree from an accredited university.
Professional certification in finance and/or accounting from a recognized professional body (e.g. CFA, CGMA, ACCA, ICAN etc.
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To develop new business relationships with HNI &UHNI segments through professional, social and personal networks and in line with the Company’s wealth management strategy in order to increase Company’s market share of the wealth management business.
The Position Holder is responsible for acquiring and maintaining high-value business relationships across focus market segments of institutional, HNI &UHNI segments through the provision of superior investment advice to clientele, optimal structuring of their portfolio to meet both their short to long-term objectives, with the aim of driving FUM growth, achieving set business targets, and overall client satisfaction.
Strategic Initiatives Responsible for supporting the implementation of strategic initiatives that sustain / improve the organization’s competitive advantage within its operating environment.
Duties and Responsibilities
Business Development of business prospects across the company’s entire spectrum of the company’s target segments, by undertaking the initiation and development of business proposals and aggressive sales pitching for business solicitation from existing and prospective customers.
Sales Reporting Prepare periodic and adhoc reports showing trends, and current state of managed portfolio of funds under management, sales projections, as well as key lessons learnt.
Monitoring of Macro-economic Trends Continuously monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc.
Applying advanced knowledge of financial products, services, and strategies to provide a holistic advice. The financial products include traditional and non-traditional investment such as: Diversified Array of Mutual funds, Local & Offshore Equities and Fixed Income Investments, Customized Portfolio Management Services, Specialized Funds i.e. Private Equity, Hospitality and Retail & Infrastructure Funds, Real Estate Fund & Direct Real Estate Investments (Retail to Upscale).
Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client's risk tolerance, goals, objectives and individual preferences
Transfer market and specific client knowledge to Relationship Managers and other relevant internal stakeholders that would enhance client relationships
Work closely with Product Specialists across the Group and Relationship Managers to sell products and services of the Group
Act as a good ambassador of the Firm through proper conduct at all times.
Develop a good understanding of the businesses and services
Active involvement in preparation of financial year budget and development & implementation of strategies to achieve this budget
Regular communication with Business Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time
Generate new and creative ideas for new product development to broaden the range of investment management service available to existing and potential clients
Active involvement and participation in BD and companywide meetings/forums
Maintain a professional outlook and conduct at all times to project a positive image for ARM
Strategic Account Acquisition Aggressive identification, prioritizing, and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business.
Develop strategies (based on a good understanding of ARM’s business,) to grow the wealth management business and maintain the company’s leading position in the industry
Promote the products and services offered to HNI &UHNI market
Provide up to date insight on market trends
Required Knowledge, Skills and Abilities:
Financial Planning Skills
Excellent communication and interpersonal skills
Very strong presentation skills
Excellent organization and time management skills
Demonstrable business development experience with HNI &UHNI
Good analytical and problem-solving skills
Ability to work independently and in a team
Minimum of 4 - 6 years of professional working experience in the financial service industry
Relevant experience in Investment/Wealth Management or Financial Services
Strong business acumen to be able to recognize and interpret commercial opportunities
Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants within the institutional segment
Must have excellent presentation skills and in-depth product and broad investment knowledge
Familiarity and existing relationships with local and offshore institutional mandates.
Ability to quickly comprehend and filter complex information. This is often required within a short timeframe, as clients will generally look to you for input on a wide range of topics, some of which will be time-sensitive and may be confidential.