Investment Consultant recruitment
Job Description:
- The primary role of the IC shall be to support 15 Relationship Managers in managing client portfolios and advising products.
- Local voice of the product management team- ICs relay the house view in their respective marketing teams. They can complement the house view by adding the 'local flavor' to make it more relevant. They can call on product specialists for specific support or general training needs.
- Premium investment advisory service top clients- ICs provide advice to large and sophisticated clients. They are directly in contact with clients for that matter. They formulate investment ideas that fit inside the client's target strategic asset allocation and reflect his investment objectives and risk profile.
- Ad Hoc Investment support to RMs- ICs feed RMs with investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
- ICs may develop new trading ideas but must be generated from within the universe covered by the product team of equities, bonds and funds. Additionally, the respective research teams must not have a negative opinion on any underlying security originated as a trading idea, and IC shall be responsible for the monitoring and follow up of such trading ideas. Trading ideas shall be broadly defined as product ideas such as cash equities, bonds, FX as well as structured products under ELNs, autocallables, KODAs/DEKODAs, equity options, range accrual notes.
Job Requirements:
- At least 8 years' experience preferably in Private Banking;
- A good team player;
- Effective communication and presentation skills;
- Knowledgeable in Private Banking Products.
Candidates not contacted within 4 weeks may consider their application for this role unsuccessful. Unless advised otherwise, unsuccessful candidates will be kept on file for future job opportunities. Your application may be forwarded to other international offices for recruitment purposes. Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.
January 3, 2012
• Tags: Investment Consultant recruitment, Private Banking, Wealth Management careers in the Hong Kong SAR • Posted in: Financial