Job Description
Responsibilities
- Initiate and promote in-house recommendations for local & international investment products
- Manage the design and introduction of new investment products
- Train managers and executives in investment advisory products and wealth management concepts
- Deal with high net worth clients on an occasional basis with respect to complex trading needs
- Receive and execute clients’ securities orders from Relationship Managers and other sales or sales support staff
- Assist Relationship Managers on obtaining quotation and dealing in securities
- Seek the most competitive price from brokers for prices quotation and orders execution
- Keep clients’ orders in the order book
- Develop the fund selection process and monitor the system for top tier funds on a continuous basis
- Conduct products due diligence and monitor suggested products
- Conduct investment portfolio review for clients and attend joint calls with Relationship Managers
- Assist to make products more competitive & efficient, develop and use wealth management concepts to promote products and develop marketing strategies for selling products to bankers & clients
Requirements:
- Degree holder and preferably with CFA qualifications
- At least 6 years of relevant experience on handling investment banking products and services
- Excellent knowledge on trade execution
- Strong background in one of the asset classes
- With knowledge on wealth management and able to recommend various portfolios and products to meet clients’ needs
- Good understanding on financial markets
- Strong communication and presentation skills
- A good team player
- Professional licensing qualifications per local regulatory bodies requirement
- Good command of written and spoken English and Chinese