AVP/VP - Investment Consultant - PWM

Found in: Talent CN S2 - 1 week ago


Shenzhen, China Huatai Securities Full time

AVP/VP - Investment Consultant - PWM

Job Responsibilities:

Work together with RMs for client facing and achieve revenue targetsProvide high net worth clients with market update and investment advisory services; understand client risk appetite, investment preference and return expectationsMonitor clients' portfolios, conduct regular portfolio reviews via client meetingsCollaboration with internal and external product providers in idea generation and proactively developing the business and pitching ideas to clientsProviding timely and unbiased investment advice primarily on single stocks, bonds, structured products, fundsProvide timely analysis report of market and product information

Qualifications:

3-5 years of Private Banking / Wealth Management or relevant investment experience in Investment Advisory / Investment Consultant role; OR Fixed income investment specialist from banking, asset management or security firm’s FICC/ Global Markets Dept with 3 years’ investment or research experience.Strong understanding of the financial market and solid knowledge in multi-asset classes underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds and /or specialized in Fixed Income (preferred)A team player with excellent communication and interpersonal skillsThe ability to be a solution-partner to Relationship ManagersGood communication in English, Cantonese and Mandarin
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