Responsibilities
- Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
- Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients financial goals and market conditions.
- Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
Requirements
- Education: Bachelor&aposs degree in Finance, Business Administration, Economics, or a related field
- Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
- Investment Knowledge: Extensive understanding of fixed income product.
- Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
- Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
- CACS 1 & 2 required. CFA preferred
To apply online please use the &aposapply&apos function.
(EA: 94C3609/ R21103354 )
#seeingthepossibleinyou
