Senior Wealth Strategist

10 hours ago


Shanghai, Shanghai, China HSBC Full time

Job Summary:

We are seeking an experienced professional to join our team as a Senior Wealth Strategist.

About the Role:

The successful candidate will have a deep understanding of allocation strategy and specific financial products, financial markets, economic cycles, asset allocation, and regulatory requirements relevant to the products.

Key Responsibilities:

  • Implement and communicate investment portfolio strategy that aligns with HSBC house view to internal stakeholders and external customers
  • Regularly review investment portfolio performance and adjust investment portfolio strategy based on latest house view changes as well as product updates
  • Monitor product performance and work closely with internal and external product development partners to enhance after-sales services
  • Provide tailored made high net worth customer's portfolio review reports to Premier Relationship Managers and Investment Product Experts

Requirements:

  • Minimum of five years of working experience in leading financial institutions wealth management business
  • Deep knowledge of allocation strategy and specific financial products, financial markets, economic cycles, asset allocation, and regulatory requirements relevant to the products
  • Solid analytical skills using Bloomberg, Morningstar, and Factset tools
  • Strong presentation skills delivering logical, insightful, easy-to-understand seminars
  • A solid understanding of global anti-money laundering standards

What We Offer:

  • An estimated salary of $120,000 - $180,000 per year
  • A competitive benefits package
  • Opportunities for professional growth and development

About Us:

HSBC is a global banking and financial services company that provides a wide range of financial products and services to individuals and businesses.


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