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Senior Investment Advisor

2 months ago

Shenzhen, Guangdong, China Huatai Securities Full time

Vice President - Wealth Management Consultant

Key Responsibilities:

  • Collaborate with Relationship Managers to engage clients and meet financial objectives.
  • Deliver market insights and investment advisory services to affluent clients, assessing their risk tolerance, investment preferences, and expected returns.
  • Oversee client portfolios and conduct regular reviews through meetings to ensure alignment with their financial goals.
  • Engage with both internal and external product providers to generate innovative ideas and actively promote business development.
  • Offer timely and impartial investment recommendations focusing on equities, fixed income, structured products, and mutual funds.
  • Prepare and present comprehensive market analysis reports and product information.

Qualifications:

  • A minimum of 3-5 years of experience in Private Banking or Wealth Management, specifically in an Investment Advisory or Consultant capacity; or a background as a fixed income investment specialist in banking, asset management, or securities with at least 3 years of investment or research experience.
  • Deep understanding of financial markets and a solid grasp of various asset classes, including equities, foreign exchange, fixed income, credit, commodities, and mutual funds, with a preference for expertise in Fixed Income.
  • A collaborative team player with outstanding communication and interpersonal abilities.
  • Capability to act as a solution-oriented partner to Relationship Managers.
  • Proficient communication skills in English, Cantonese, and Mandarin.