Senior Investment Specialist - Private Banking RBG - Private Banking Investment Advisors 41 Retail Banking Group

The Senior Investment Specialist plays a Central role in delivering sophisticated Investment Solutions to High Net worth Individuals (HNWI), Ultra High Net worth Individuals (UHNWI) and Family Offices.

The role focus on deep product expertise, market insights, Investment Strategy and sales enablement to support a Team of Senior Private Bankers and their clients across multiple asset classes including Fixed Income, Equities, Structured Products, Mutual Funds , Alternatives and Discretionary Portfolio Mandates.

Client & Private Banker Support

• Work closely with a team of Sr. Private Bankers to identify investment opportunities and structure tailored Investment product solutions for clients
• Participate in client meetings and present investment Ideas, strategies, and market outlook.
• Deliver regular investment updates and performance reviews and portfolio discussions
• Provide timely responses to client and bankers investment queries on Investment products , Client Portfolios or Financial markets
• Collaborate with Investment Product Team to design bespoke Investment solutions for sophisticated client needs
  
  

• Demonstrate deep product expertise and knowledge of across different asset classes, including Fixed Income, Equities, Mutual Funds, Alternatives , Structured Products and Discretionary mandates
• Work with Investment Product & Wealth Lending Team to customize Investment Ideas and solutions based on client requirements
• Monitor global and regional markets to generate actionable trade ideas and thematic investment Opportunities
• Disseminate daily, weekly, and monthly market updates and product opportunities to Private Bankers.
• Conduct investment calls, product workshops, and training sessions to build investment awareness and Strengthen bankers’ product knowledge.
  
  

• Drive Growth in Assets under Management (AUMs) and Penetration rates across assigned Portfolios
• Achieve the assigned Investment Revenue Targets through Proactive Client engagement
  
  

• Ensure all investment activities adhere to Internal Governance , suitability standards, and regulatory requirements.
• Continuously Monitor product performance and client portfolios for ongoing appropriateness and diversification.
  
  

• Work closely with Internal Stakeholders including Investment Product, Treasury, and OCIO teams to enhance the investment suite and client solutions.
• Support digital investment platforms to improve trade efficiency and client experience.
  
  

• Growth in Investment AUMs and Investment Product Sales.
• Increasing Investment Penetration
• Contribution to the bank’s investment revenue targets.
• Growth In the Wealth Lending Book
• Conversion rate of investment ideas to executed trades.
• RM and client engagement levels on investment topics.
• Adherence to compliance and suitability standards.
• Strong understanding of portfolio construction principles, including strategic and tactical asset allocation, risk diversification, and performance attribution.
• Deep knowledge of global financial markets, macroeconomic drivers, and cross-asset interrelationships, with the ability to translate market developments into actionable investment ideas.
• In-depth understanding of investment products across asset classes — including Fixed Income, Equities, Mutual Funds, Structured Notes, Private Credit, Private Equity, and other Alternative Investments.
• Demonstrated ability to analyze investment opportunities, assess portfolio risk/return trade-offs, and support data-driven investment recommendations.
• Strong communication, presentation, and interpersonal skills for effectively engaging both clients and Relationship Managers, simplifying complex market concepts, and delivering persuasive investment narratives.
• Strong commercial mindset with a focus on driving AUM growth, investment penetration, and client satisfaction, while maintaining sound risk and compliance standards.
• Proven ability to collaborate across product, and relationship teams to deliver integrated client solutions and contribute to broader business goals.
• CFA, FRM, or CAIA Charter (or currently pursuing one) preferred, with a strong commitment to continuous professional development and industry best practices.