財富規劃顧問

Job Summary

Providing direct advisory services to customers on portfolio construction and portfolio review.

This will primarily involve providing professional expert advice to customers using the advisory process for asset allocation, portfolio construction and portfolio review based on the full understanding of the customer's financial position, objectives, risk tolerance and other circumstances (but not including tax status).

Responsibilities

• Portfolio/Investment Construction and Review for Assigned Customers

• Grow AUM of customers through investment advisory services, by proposing customer-specific portfolio solutions that will drive net growth in customer portfolios.

• Understand, acknowledge and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as internal policies.

People & Talent

• Outstanding ability to provide leadership, guidance and inspiration to the customers.

• Strong sense of self motivation and discipline in execution

• Excellent communication and negotiation skills with the ability to influence outcomes.

  Qualifications

• Investment Advisor: Bachelors Degree in Investment Consulting either within a bank, insurance company or independent financial advisory firm.

• Senior Investment Advisor: Bachelors Degree with minimum 8 years in Investment. Consulting either within a bank, insurance company or independent financial advisory firm

• IIQE 1, IIQE 3.