(if applicable) Consider current and future asset allocation of assets for investment strategy with regard Review Process Review investment portfolio, asset allocation, risk profile etc Carry out technical calculations
(if applicable) Consider current and future asset allocation of assets for investment strategy with regard Review Process Review investment portfolio, asset allocation, risk profile etc Carry out technical calculations
technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses
clients and prospects: Construct & produce Asset Allocation reports for existing clients. Construct &
clients and prospects: Construct & produce Asset Allocation reports for existing clients. Construct &
spearheading the deployment of the Strategic Asset Allocation (SAA) framework and optimizing risk-adjusted
spearheading the deployment of the Strategic Asset Allocation (SAA) framework and optimizing risk-adjusted