Investment Strategy Team- Equity Investment Strategist

Job Description

Job Title RB - Affluent Business: Investment Strategy Team- Equity Investment Strategist Department: Affluent Business Job Description The candidate will serve as the Equity Investment Strategist for the Burgundy Private proposition, which caters to ultra-high-net-worth clients of the Bank. This role is central to driving the equity strategy, enabling frontline teams, and enhancing client engagement through insightful research and actionable recommendations. The key responsibilities will be: Preparing and disseminating monthly equity market strategy reports and other timely market insights for the frontline Analysing market trends and macroeconomic indicators to identify and recommend tactical product (MF/PMS/AIF) ideas for the client portfolios Liaising with AMCs to evaluate and understand new product ideas, identify gaps in the bank s product suite, and maintain a regularly updated focus list supported by analytics for effective client positioning Serving as the central point for sharing timely product updates and AMC communications with the coverage team Driving adoption of key analytical tools and designing new tools and enablers to strengthen the Investment Strategy vertical s research proposition Collaborating with internal stakeholders to develop campaign-specific strategies, offering relevant insights to enhance campaign outcomes and client penetration. Tracking equity product sales for the business channel and conducting periodic reviews with the frontline to scale up the equity business further. Key Relationships (Internal or External Stakeholders) Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners Major Competencies Required : Analytical mindset with the ability to interpret market data and trends Proficiency in financial modelling and investment tools Strong communication and presentation skills Good interpersonal skills and a strong team player Proactive, detail-oriented, and capable of multi-tasking in a dynamic environment Strong interpersonal skills and ability to work in a cross-functional setup Project management and Time Management skills Academic Qualifications / Nature of Relevant Work Experience Required Optimal qualification for success on the job is: MBA or equivalent degree