Head - Investment Portfolio - Bank

We are seeking to hire an Investment Portfolio - Head for a new age Private Bank, in its Personal Banking and Wealth Management products team.

Location : Mumbai

Experience : 7-15 years

Grade : AVP/ VP

Job Description/Role :

Investment strategy :

- Define Investment strategy; asset allocation basis the prevailing market conditions

- Be up-to-date with Equity and Debt markets by going through investment reports/concalls

Product Selection :

- Develop and manage the fund selection models

- Product Due diligence to understand the qualitative aspects of the products

Financial Planning and Wealth Protection :

- Financial goal setting and planning and prepare investment proposals for the clients

- Asset allocation and Portfolio construction Strategy Formulation

- Portfolio review and rebalancing as and when required

- Engaging with Regional Heads and Sales Team and help in product penetration via product and research support

Knowledge Requirement :

- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets

- In depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.

- Knowledge of taxation implications for various investment products

- Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc

Behavioural Skills :

- Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.

- Should Lead and Drive the Team towards Organizational Goal

- Set Portfolio Review Standards on Quality and product recommendations

- Actively manage desk risk via strong checks on Risk profiling, Product selection and portfolio construction

Team Management :

- Strong Analytical, Presentation skills and MIS reporting is required. Should be able to present to Senior Management the desk investment policies and strategies

- Ability to read product performances and eye for detailing. Functional and Technical skills to evaluate product and client portfolio and guide the team

- Review Team portfolio presentation month on month. Train team on new concepts and product ideas

- Work along with Sales team and other Channel to achieve targeted growth

Technical (Software / IT related) Skills :

- Strong on Excel workflow and Presentation skills