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Work with Research team to provide basic research support, as well as develop investment ideas & strategies for retail, mass affluent and high net worth clients on an ongoing basis. Your responsibility would be to integrate market research, portfolio actions campaigns and products to identify focused and targeted investment strategies to generate greater sales and quality advisory
Depending on the respective market segments, you will be working together with portfolio counselors, investments consultants, product and sales teams to execute these strategies
More than 1 year working in a related field, e.g. wealth management, investment advisory/research, fund management, financial writer, insurance sales
Good communication & interpersonal skills
Good command of English language - written & spoken
Financially savvy - must be familiar with & interested in the investment arena
Able to package existing information into compelling & logical investment 'stories' for internal/external clients
Able to handle change & multi-task
Hardworking, meticulous. Ability to use Bloomberg or S&P Micropal AIM is a plus
Holding/working towards CFP or ChFC is a plus (CFA not necessarily preferred in this case)