• Origination of advisory transactions. • Assist in the evaluation and processing of new investments for clients. • Liaising with the Country Manager/ Head Investment Advisor – Wealth • Management and the team to ensure successful execution of client transactions. • Assist in the preparation of investment strategies, annual plans and policies. • Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients. • Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence. • Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio. • Oversee settlement and portfolio reporting. • Assist in development of Investment Policy Statement for clients and prospects. • Prepare commentaries to be distributed to clients. • Conduct and prepare due diligence reports for offshore funds and managers for distribution internally and externally. • Coordinating teams of professionals including accountants and lawyers as necessary for target transactions. • Liaise with strategic partners in the execution of client transactions. • Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions. • Assist in any other administrative related assignments within the Company. • Perform other job – related duties or special projects as assigned by with the Country Manager/ Head Investment Advisor.

• Bachelor’s degree in economics, Finance or Business or related field • Achievement of all CMA qualification requirements including the CISI exam requirements. • Work Experience • Minimum of 5 years’ experience in Wealth Management and or Investment Banking. • Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces. • Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software. • Key Required Competencies & Skills • Exceptional analytical and quantitative background. • Excellent written and verbal communication skills and solid research skills. • Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources. • Outstanding interpersonal skills and ability to work across functions and levels of seniority. • Initiative – must be a self-starter, able to work independently with drive and motivation. • Prior experience in investment banking / wealth management and/or knowledge of the process and client expectations.