JD Assistant Vice President, Investment Consultant, Private Banking
Responsibilities:
Requirements:
Responsibilities:
- Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance
- Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis
- Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning
- Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks
- Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups
- Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients.
- Facilitate the transaction process of investment products recommended to clients.
- Ensure compliance of local regulatory requirements and internal control and policies of the Bank
- Handle ad hoc projects as assigned.
Requirements:
- Bachelor's degree or above in Business/Finance or related discipline
- At least 5 - 7 years relevant work experience in investment consultant in private bank
- Strong analytical skills and familiar with various and major investment products in the market and be able to apply it in asset allocation. Experience in alternative investments and discretionary investment portfolio is preferred.
- Relevant Individual with Type 1 and Type 4 licenses
- Excellent communication, interpersonal and presentation skills
- Good team player, self-motivated with strong customer service mindset
- Proficient in written and spoken English and Chinese (Mandarin & Cantonese)
- Holder of CPWP, CFA or CFP would be an advantage
