Responsible for the end-to-end of the Mandate business in the Wealth Management including Mandate model offering, portfolio management, sales, internal training, and client meetings
Job Summary
Responsible for the end-to-end of the Mandate business in the Wealth Management including Mandate model offering, portfolio management, sales, internal training, and client meetings.
Collaborate with the Wealth Management’s Mandate Investment Committee to construct Mandate model portfolios to offer to our clients.
Monitor and analyze market landscape and produce documents and communication on Mandate Service.
Matching Summary
Responsible for the end-to-end of the Mandate business in the Wealth Management including Mandate model offering, portfolio management, sales, internal training, and client meetings.
Skills & Requirements
Must-have
Mandate model offering
Portfolio management
Sales and client meetings
Market landscape analysis
Financial services knowledge
Financial products knowledge
Nice-to-have
Fund management experience
Adapt quickly in dynamic environment
Strong organizational skills
Meeting business targets
Key Requirements
Bachelor's/Master's degree in Economics, Finance, or related field