Investment consultant

Responsibilities:

• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team);
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Private Bank;
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions;
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities;
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc;
• Partner with Bankers to prospect for new investment business;
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding DFZQ group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

 

Requirements:

• Bachelor's/University degree, Master's degree preferred;
• 2-3 years experience in financial advisor role in the private banking industry, robust experience in providing investment advice and solutions;
• Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources;
• Strong communication skills, self-motivated and be able to coordinated with team works.

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