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Deliver appropriate investment solutions to high-net-worth clients.
Accountable for identifying client needs, developing investment strategies, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution, and monitoring portfolio performance.
Product coverage includes Equities, Bonds, FX, Funds, DPM, Alternatives and Structured Solutions.
Partner with relationship managers to attract prospects or to deepen existing client relationships through the demonstration of sophisticated market knowledge, investment intelligence and professionalism.
University degree with professional qualifications such as CFA or CPWP
Minimum of six years' experience in investment advisory function or a minimum of ten years' experience in product specialist function with exposure to various asset classes in a reputable private wealth management firm or private bank
Fluent in English and Chinese (good Mandarin speaker)
Demonstration of analytical ability and multi-asset class product expertise