Position Description
We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.
Key Areas of Responsibilities
- Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
- Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize clients portfolio performance consistent with clients objective and risk profile.
- Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
- Monitor client portfolios for performance, appropriateness and investment opportunities.
- Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
- Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
- Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.
Requirements
- Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
- Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
- Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
- Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
- Strong judgment and high level of professional and personal integrity.
- Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.