Copy Of Administrator, Portfolio

Job Description

• To support wealth managers in delivering investment and wealth solutions to international affluent and HNW clients through research, portfolio analysis, client servicing and implementation activities, ensuring an exceptional client experience and regulatory compliance.

Qualifications

• Type of Qualification: First Degree
• Field of Study: Business Commerce, Finance and Accounting, Banking

Experience Required

Wealth and Investment

• Personal and Private Banking
• 3-4 years
• Experience in providing research and analysis for wealth management, investments, private banking or financial advisory environments. Exposure to investment products, portfolio analysis, financial planning or client servicing activities.

Behavioural Competencies:

• Articulating Information
• Conveying Self-Confidence
• Convincing People
• Documenting Facts
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Taking Action
• Upholding Standards

Technical Competencies:

• Client Knowledge
• Customer Understanding ( Consumer Banking)
• Financial Analysis
• Financial Planning
• Mind of Customer Experience