Investment & Product Strategist

Job Summary

• The Investment & Product Strategist provides data-backed market insights, portfolio guidance, and tactical/strategic recommendations for wealth management clients. The role provides fund and data analytics, curates the investment options and ensures products are aligned with house views and client needs. He/she shall integrate macro research, data analytics, and product alignment to support relationship managers (RMs) and investment consultants (ICs). Moreover, he/she shall translate product performance and peer analysis into actionable product recommendations.

How will you contribute?

• Formulate and Articulate Investment Strategy: Develop, maintain, and formally communicate the bank's House Views, Strategic and Tactical Asset Allocation, and other Investment Themes. This requires close coordination with the various investment counterparties, Chief Economist, internal research teams, and external investment counterparties...