• 2.3.3 Portfolio management


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    Description of role

    Responsible for performing the advisory role in managing a diversified portfolio of High Net worth Individuals. 

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    Core skills

    • Analytical skills in assessing the risk profile of a diversified portfolio
    • Ability to read the market developments and provide advisory to alter or rebalance a portfolio
    • Ability to structure portfolio that fits the risk appetite of customers
    • Understand customer due diligence process
    • Understand customer service related policy and procedures
    • Ability to handle customer complaints effectively
    • Awareness of customer confidentiality standards
    • Awareness of customer fair treatment and business conduct requirements
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    Qualification and/ or certification

    • QFSQF Level 3
    • Relevant experience

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    Industry knowledge

    • Knowledge of relevant Islamic banking products and services

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    Regulatory compliance of role

    • Knowledge of banking regulatory framework
    • AML laws and regulations