Investment Consultant
2 weeks ago
AVP/VP Investment Consultant - PWM
Job Responsibilities:
- Collaborate with Relationship Managers to achieve revenue targets and provide high net worth clients with market updates and investment advisory services.
- Understand client risk appetite, investment preferences, and return expectations to deliver tailored investment solutions.
- Monitor clients' portfolios, conduct regular portfolio reviews, and provide timely analysis reports on market and product information.
- Work with internal and external product providers to generate new business ideas and pitch them to clients.
- Provide unbiased investment advice on single stocks, bonds, structured products, and funds.
Requirements:
- 3-5 years of experience in Private Banking/Wealth Management or a relevant investment role.
- Strong understanding of financial markets and knowledge of multi-asset classes, including equity, foreign exchange, fixed income, credits, commodity, and mutual funds.
- Excellent communication and interpersonal skills, with the ability to work as a team player and provide solutions to Relationship Managers.
- Good communication skills in English, Cantonese, and Mandarin.
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