As an Investment Advisor, your responsibilities include :
- 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
Requirements:
- A minimum of six years of Private Banking or relevant investment experience in Investment Advisor or research role
- 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 specialised 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