Mandate Specialist

Tasks

As a Mandate Specialist for Discretionary Solutions, you will play a key role in shaping and building the bank’s discretionary mandate business. You will serve as a trusted expert for relationship managers, clients, and internal stakeholders to ensure that our discretionary offering is effectively positioned across markets and client segments. You will:

• Develop a deep understanding of the bank's discretionary products and services.
• Clearly communicate the value proposition of our solutions to relationship managers and clients.
• Support the positioning of discretionary mandates across client segments.
• Work with relationship managers to create and deliver customized client presentations, pitches, and marketing materials.
• Attend client meetings to present the bank's discretionary investment services.
• Serve as the primary point of contact between Investment Management and the front-office teams for sales and post-sales inquiries.
• Build and maintain strong relationships with existing customers.
• Ensure that customers receive excellent service and are fully informed about our discretionary capabilities.
• Identify opportunities to increase revenue share and strengthen customer relationships.
• Monitor market developments, trends, competitor activities, and regulatory changes.
• Use insights to refine discretionary strategies and identify business opportunities.

Requirements

• Proven ability to build trusting relationships with stakeholders and customers.
• A proven track record of driving revenue growth and meeting sales targets.
• Experience in a similar role in private banking or wealth management.
• Extensive knowledge of investment products and advisory/discretionary solutions.
• An independent, efficient, proactive, and meticulous approach to work.

Professional and technical skills

• A degree in finance, economics, business administration, or a related field.
• Professional certifications (CFA, CAIA, or equivalent) are a plus.
• Five years of professional experience in the financial sector, preferably in investment management or sales.
• Fluency in English is required. Knowledge of additional languages is a plus.
• A deeper understanding of the asset management business, with a particular focus on the MFI market.
• Proficient user of portfolio management applications, particularly Bloomberg AIM or similar software.
• Proficiency in PowerPoint and Excel.

We offer

The opportunity to help shape the future of wealth management.