Roles and Responsibilities:
- Strong producer and teamwork believer: able to cover own clients' portfolios independently as well as contribute to the team in other aspects
- Provide investment advisory services and recommendations across multiple asset classes to clients
- Service and develop clients by providing investment advice in a holistic approach through a combination of technical knowledge and a structured investment approach
- Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan
- Identify product solutions for client needs, based on view of the market
- Work in close partnership with the internal teams, including but not limited to relationship managers, specialists, product managers and developers
Qualifications:
- University degree holder in any discipline, with minimum 5 years of professional experience in a similar investment advisory capacity (open to candidates with markets or asset management experience with strong investment experience)
- Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments
- Strong understanding of the needs and sensitivities of UHNW clients in the region (private individuals and families)
- Proven track record on investment management performance and ability to engage with China clients
- Able to work under minimal supervision; adaptable to work in demanding environment
- Strong analytical and communication skills
- Detail-oriented and results-focused
- Proficiency with MS Office applications like Excel and PowerPoint
