Investment Advisor

Tasks & Responsibility

Product Specialisation(Private Banking) - Investment Experts is responsible for providing expertadvice and knowledge to clients, in conjunction with relationship managers,sales, advisory, and other client facing staff, in their productspecialization. Private Banking covers activities related to deliveringrelationship management and customer service to wealthy clients. Functionsinclude client team members, including relationship managers, portfoliomanagers, and product experts. The Investment Experts area is responsible forreviewing asset allocation models to ensure appropriateness for a client'ssituation, investment goals, and risk tolerance. Must understand the investmentprocess, including mapping investments to asset allocation models, structuringportfolios, and analytics. Interacts with clients. 

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

Requirements

A. Personal and Social

·      Ability tosocialise/communicate with people from all spectrum

·      Genuineand sincere in wanting to help others

·      Approachable

·      Teamplayer 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 assetclasses and investment products such as equity, bonds, funds and structuredproducts, etc.

·      Strong communication skills.

·      VBA/Excel skills

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