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Key Responsibilities:
- Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities.
- Investment Advisory Services: Act as a trusted advisor to both clients and internal stakeholders, providing expert guidance on investment strategies, product selection, and portfolio construction to optimize client outcomes.
- Investment Evaluation: Collaborate with cross-functional teams to evaluate new investment products, including assessing their risk-return profiles, financials, market fit, and long-term viability.
- Client Portfolio Optimization: Provide personalized investment advice to high-net-worth individuals and institutional clients, helping them achieve their financial objectives through optimal product recommendations and portfolio strategies.
- Strategic Leadership: Lead and guide the Investment Committee, ensuring effective product onboarding and a comprehensive evaluation process, while fostering alignment with broader organizational goals.
- Market Research & Industry Insights: Stay informed of market trends, emerging investment opportunities, and regulatory developments to ensure our offerings are competitive and in line with the latest industry standards.
- Risk and Compliance Oversight: Work closely with compliance and legal teams to ensure all products meet regulatory requirements and adhere to internal risk management frameworks.
- Internal Collaboration: Coordinate with internal teams, including client relationship managers, product development, legal, and operations, to ensure smooth integration and seamless product onboarding.
- Process Improvement: Continuously improve product onboarding processes, ensuring that the team operates efficiently, effectively, and within regulatory and risk guidelines.
- Team Leadership: Mentor and develop the Investment Committee team, encouraging continuous learning and a collaborative approach to product onboarding and investment advisory.
