CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Understand customer'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 private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
Take initiative to provide latest market information to the private banking customers and relationship managers
Actively assist and coach relationship managers, explore customers' needs and sales opportunities
Review customers' assets and portfolios with customer relationship managers on a regular basis
Obtain quotation and dealing in securities
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
Minimum of 5 years' experience in different investment products or private banking
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 English, Cantonese and Putonghua