Investment Advisory / Consultant for Private Wealth Clients
Responsibilities
- You will work closely with relationship managers to provide total wealth planning and advisory to HNW clients. Focusing on mainly the Equities and FX Market.
- Ability to create and/or facilitate multi-areas of wealth solutions from investments, insurance, estate/trust
- Construct, manage and monitor investment portfolios together with the relationship managers. In wealth protection and transfer needs, you will work closely with product specialists to provide solutions that you uncover in client's wealth protection and transfer plan.
- Follow through with the investment, wealth protection and transfer needs of the clients by formulating strategies to achieve these goals.
- Ensure that regular plan and portfolio reviews are conducted with clients to ensure they remain relevant to clients needs and expectations.
- In addition, you shall coach relationship managers in identification of clients' needs, portfolio analysis, construction and re-balancing.
Job Requirements
- Tertiary degree holder, preferably majoring in Finance/ Business Administration
- 6 - 8 years of relevant working experience in a financial institution.
- Work-relevant experience and professional qualifications in the areas of client advisory, wealth or financial planning, portfolio management, investment advisory will have added advantage.
- Candidates who are resourceful, strategic and highly-skilled communicator and are able to work under pressure will have every opportunity to excel
Interested candidates can send resume to jessie.leung@pelhamsearchpacific.com
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