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AVP - Client Investment Strategist

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 comprehensive market insights and investment guidance to high net worth individuals, ensuring alignment with their risk tolerance and investment goals.
  • Oversee client portfolios, conducting regular assessments through meetings to ensure optimal performance.
  • Engage with both internal and external product providers to generate innovative investment ideas and proactively promote business development.
  • Offer prompt and impartial investment recommendations focusing on equities, fixed income, structured products, and mutual funds.
  • Prepare and distribute timely analytical reports on market trends and product offerings.

Qualifications:

  • A minimum of 3-5 years of experience in Private Banking or Wealth Management, specifically in Investment Advisory or Consultant roles; or a background as a Fixed Income Specialist within banking or asset management.
  • Deep understanding of financial markets with expertise across various asset classes, including equities, foreign exchange, fixed income, credit, commodities, and mutual funds, with a preference for Fixed Income specialization.
  • A collaborative team player with exceptional communication and interpersonal abilities.
  • Proven capability to act as a solution-oriented partner to Relationship Managers.
  • Fluency in English, Cantonese, and Mandarin is essential.