Key Responsibilities
- Focus on suitability of investments for dedicated group of clients; understand client risk appetite, investment preference and return expectations
- Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability
- Provide a tailored portfolio and trading service of relevant and suitable investment solutions
- Be capable of addressing multi-asset class product requirements
- Timely and accurate execution of client orders
- Understand specific client issues, including restrictions, so as to provide optimal solutions
Skills and Qualifications
- Fluent in English, Cantonese and Mandarin
- Minimum 5 years experience in investment advisory functions
- Solid knowledge and exposure to multiple asset classes including equity, foreign exchange, fixed income, credits, commodity and mutual funds
- Licensed with Type 1 and Type 4 under HKMA/SFC
