Investment Banker

Job Overview:

We are seeking a dynamic and experienced Investment Banker specializing in dollar funds and offshore accounts to join our client which is a Global Asset Management company. The ideal candidate will possess a strong understanding of global financial markets exceptional communication skills and a proven track record of successfully managing client relationships. This role offers an exciting opportunity to work with highnetworth individuals corporations and institutional clients to optimize their investment portfolios and navigate the complexities of international finance.

Key Responsibilities:

1. Client Acquisition and Relationship Management:
   

• Identify and prospect potential clients including highnetworth individuals corporations and institutional investors.
  

• Build and maintain strong relationships with existing clients understanding their financial objectives risk tolerance and investment preferences.
  

• Provide personalized investment advice and develop tailored solutions to meet clients specific needs and objectives.
  

• Arrange events or Investor Forums
  

2. Product Knowledge and Expertise:
   

• Stay abreast of market trends economic developments and regulatory changes impacting dollar funds and offshore accounts.
  

• Develop a deep understanding of the various investment products including mutual funds ETFs hedge funds and offshore banking services.
  

• Educate clients on the benefits and risks associated with different investment strategies and products helping them make informed decisions.
  

3. Financial Analysis and Portfolio Management:
   

• Conduct thorough financial analysis and risk assessments to evaluate investment opportunities and construct diversified portfolios.
  

• Monitor portfolio performance asset allocation and market conditions making strategic adjustments as needed to optimize returns and manage risk.
  

• Provide regular updates and performance reports to clients offering insights and recommendations to enhance portfolio performance.
  

4. Compliance and Regulatory Compliance:
   

• Ensure compliance with all relevant regulatory requirements and industry standards including antimoney laundering (AML) and Know Your Customer (KYC) regulations.
  

• Maintain accurate records and documentation for client transactions adhering to internal policies and procedures.
  

• Stay informed about changes in regulations and industry best practices proactively implementing necessary adjustments to ensure compliance.
  

Requirements

• Bachelors degree in Finance Economics Business Administration or a related field. Masters degree or CFA designation preferred.
  

• 8 years of proven experience as an Investment Banker Financial Advisor or Wealth Manager with a focus on dollar funds and offshore accounts.
  

• Strong understanding of financial markets investment products and portfolio management principles.
  

• Excellent analytical skills with the ability to conduct indepth financial analysis and risk assessments.
  

• Exceptional communication and interpersonal skills with the ability to build rapport and trust with clients.
  

• Proficiency in relevant financial software and tools including Bloomberg Reuters and Microsoft Excel.
  

• Ability to work independently prioritize tasks and thrive in a fastpaced dynamic environment.