Job Openings Analyst - Private Wealth Management

About the job Analyst - Private Wealth Management

We are seeking a dynamic and analytical professional to join our Asset Management (Private Wealth Management) team. The ideal candidate should demonstrate a strong passion for financial markets and a proactive approach to portfolio management and investment strategy.

Key Responsibilities:

  • Demonstrate a strong interest in and sound knowledge of global financial markets.
  • Actively manage client portfolios within the Private Wealth Management division, ensuring alignment with investment objectives and risk profiles.
  • Participate in the investment decision-making and execution process, contributing analytical insights and market perspectives.
  • Communicate effectively with clients and internal stakeholders, presenting investment ideas and portfolio updates clearly and confidently.
  • Prior experience in a similar role will be considered an added advantage.

The Profile:

  • Professional qualification in Finance, Accounting, Economics or related field from a recognized institution. 
  • Full or part qualification of the CFA program will be an added benefit.
  • Strong verbal communication skills, with the ability to articulate complex financial concepts effectively.
  • A proactive mindset and the ability to thrive in a fast-paced, market-driven environment.