- Work together with RMs for client facing and achieve revenue targets
- Provide high net worth clients with market update and investment advisory services; understand client risk appetite, investment preference and return expectations
- Monitor clients' portfolios, conduct regular portfolio reviews via client meetings
- Collaboration with internal and external product providers in idea generation and proactively developing the business and pitching ideas to clients
- Providing timely and unbiased investment advice primarily on single stocks, bonds, structured products, funds
- Provide timely analysis report of market and product information
- 3-5 years of Private Banking / Wealth Management or relevant investment experience in Investment Advisory / Investment Consultant role; OR Fixed income investment specialist from banking, asset management or security firm's FICC/ Global Markets Dept with 3 years' investment or research experience.
- Strong understanding of the financial market and solid knowledge in multi-asset classes underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds and /or specialized in Fixed Income (preferred)
- A team player with excellent communication and interpersonal skills
- The ability to be a solution-partner to Relationship Managers
- Good communication in English, Cantonese and Mandarin
AVP/VP - Investment Consultant - PWM - Shenzhen, 中国 - Huatai Securities
描述
AVP/VP - Investment Consultant - PWM
Job Responsibilities:
Qualifications: