Wealth Management - Product Solution/ Investment Advisor

Responsibilities Identify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning) Understand Client's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of wealth management and relationship managers, including but not limited to wealth management, est

Unicorn Advisor (HK) Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities

  • Identify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning)
  • Understand Client's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
  • Continue to provide professional and excellent investment advice to key clients of wealth management and relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
  • Take initiative to provide latest market information to the wealth management clients and relationship managers
  • Actively assist and coach relationship managers and investment consultant to explore clients needs and sales opportunities
  • Review customers' assets and portfolios with customer relationship managers on a regular basis
  • Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
  • Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities

Requirement

  • University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
  • 10 years experience in investment advisory service, with good knowledge of global / local markets and investment products
  • Strong self-motivation and ability to work independently
  • knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
  • Good understanding of financial markets and regulations
  • Strong communication and presentation skills
  • Proficiency in both written English and Chinese (Mandarin)
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