Investment Advisor

Tasks & Responsibility

Product Specialisation (Private Banking) - Investment Experts is responsible for providing expert advice and knowledge to clients, in conjunction with relationship managers, sales, advisory, and other client facing staff, in their product specialization. Private Banking covers activities related to delivering relationship management and customer service to wealthy clients. Functions include client team members, including relationship managers, portfolio managers, and product experts. The Investment Experts area is responsible for reviewing asset allocation models to ensure appropriateness for a client's situation, investment goals, and risk tolerance. Must understand the investment process, including mapping investments to asset allocation models, structuring portfolios, and analytics. Interacts with clients.

Wealth Management covers activities related to individual investors across a range of firm types, including private banks, retail and high net worth brokerages, multi-family offices, premier banks, registered investment advisory firms, and investor centers. Clients covered range from mass affluent through ultra high net worth.

Requirements

A. Personal and Social

. Ability to socialise/communicate with people from all spectrum

. Genuine and sincere in wanting to help others

. Approachable

. Team player as well as ability to function independently

B. Professional and Technical

. Good financial degree. CFA preferred

. 6-10 years of relevant experience, preferably in Private Banking

. Strong knowledge on multi asset classes and investment products such as equity, bonds, funds and structured products, etc.

. Strong communication skills.

. VBA/Excel skills

. Excellent English language skills, oral and written. Business Mandarin will be an advantage