Employer at Peoplenomic
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Chief Investment Officer - BFS (12-20 yrs)
Functional Responsibilities / KPIs :
- Chief Investment Office will be responsible to bring quality advice to our wealth clients.
- Will identify and communicate investment opportunities, as well as market risks to support our clients in preserving and growing their wealth
- Investment Strategy Development: Develop and implement comprehensive investment strategies tailored to the unique financial objectives, risk tolerance, and preferences of our clients.
- Portfolio Management: Oversee the management of client portfolios, ensuring that asset allocations are optimized for risk and return. Monitor portfolio performance and make necessary adjustments.
- Risk Management: Implement robust risk management processes to safeguard client investments and maintain adherence to regulatory compliance.
- Market Analysis: Conduct in-depth market research and analysis to identify investment opportunities and potential risks. Stay informed about market trends, economic developments, and relevant geopolitical factors.
- Asset Allocation: Determine appropriate asset allocation strategies, taking into account market conditions, client goals, and risk profiles.
- Team Leadership: Lead and mentor a team of investment professionals, fostering a culture of excellence, collaboration, and continuous learning.
- Client Engagement: Collaborate closely with Relationship Managers to understand client needs and provide timely and relevant investment insights. Participate in client meetings as needed.
- Compliance: Ensure all investment activities adhere to regulatory guidelines and compliance standards set by relevant authorities.
- Performance Reporting: Generate regular reports on investment performance and communicate results to clients, management, and stakeholders
- Qualifications MBA Preferred
- Experience Min 12+ years relevant experience in Banking and Wealth domain on the investment side
- Functional Competencies Strong understanding of the wealth management industry
- Understanding of Financial products