Responsibilities:
- Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This included tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product selection (structured products, bonds, funds, etc).
- Conduct customer portfolio analysis, with good understanding of risk tolerance, investment orientation and expected return to provide comprehensive investment recommendations.
- Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
- Consolidate client statements from financial institutions, and compile monthly P&L statement.
- Frequently travel to Mainland
Requirements:
1. University degree in Finance or related disciplines, with professional qualifications such as CFA an advantage.
2. 3 or above years wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager.
3. Strong knowledge of various wealth management products and with expertise in customer portfolio management.
4. Proficiency in Mandarin is a must, with fluent language skills in English.
5. Team player, with keen to details.