Investment Consultant recruitment
Work Location: ShanghaiAbout Us:China Ping An Trust Co., Ltd. (hereafter referred to as “Ping An Trust”), established on April 9, 1996, is a subsidiary of Ping An Insurance (Group) Company of China, Ltd. (hereafter referred to as “Ping An”) and is an integral part of Ping An, whose shares are listed on the Hong Kong Stock Exchange (2318.HK) and the Shanghai Stock Exchange (601318).In February 2002, Ping An Trust obtained approval from the People’s Bank of China for re-registration. Its registered capital has increased four-fold, reaching RMB 6.988 billion and making it the largest trust company Read more […]
Investment Consultant recruitment
Attend at client committee meetings for market overviews and fund manager updates,Attend client manager meetings and support the client in discussions with the manager.Support the delivery of investment advice on specific client projects including risk return modelling and analysis and the drafting of presentations and written advice including Asset Allocation or Strategy reviews.Conduct fund manager searches in accordance with client briefs and prepare and deliver presentations on manager selection proposals.Oversee and contribute to the production of regular client risk and asset allocation reports.Contribute Read more […]
Investment Consultant recruitment
Maintains Client relationships and develops the relationships over time. Client work consists mainly of providing advice to individuals in terms of pensions, investments and financial planning. This role has signing authority on regulated advice provided to Clients, and is held accountable by the FSA. This role also has responsibility for generating revenue and will be measured on both initial and retained revenue.Principal AccountabilitiesClient Relationship Management• Actively work with Clients to develop strong Client relationships.• Deal with day to day queries relating to both Read more […]
Investment Consultant recruitment
Investment products analysis and reviewTo identify and understand clients’ long term needs, construct, recommend and execute investments solutionsTo regularly conduct clients investment portfolio review including re-balancingThe successful incumbent will also be responsible for business development of investments through client seminars and other contact programs. The ideal candidate should fulfill the following requirements:-Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CFP holder5-8 years of relevant working experience in a financial institutionInnovative, resourceful Read more […]
Vice President, Investment Consultant recruitment
Position OverviewFidelity Investments is the leader in providing recordkeeping services for retirement benefits. We are looking for highly motivated individual to lead a team of investment professionals dedicated to servicing our largest and most complex client relationships. This VP position reports to the Senior Vice President in Investment Consulting and encompasses three distinct purposes. 1.) Ensuring that all of the investment needs of the team’s assigned corporate retirement plan clients are met. 2.) Managing the day to day responsibilities of a team of regionalized investment consultants. Read more […]
Investment Consultant recruitment
Information About Cambridge AssociatesCambridge Associates, LLC was founded in the early 1970s to assist nonprofit institutions with the investment of their endowment assets. Today, we provide investment consulting, financial planning and proprietary capital markets research to over 850 endowed nonprofit institutions including colleges and universities, government-related entities and family groups. The firm advises on over US$2 trillion in assets in all asset categories, including equities, bonds, non-US investments, real estate, venture capital, hedge funds, leveraged buyout funds, oil and Read more […]
Investment Consultant recruitment
Location: Beijing/Shanghai/Shenzhen/Guangzhou/Nanjing/Foshan/Hangzhou/Ningbo/Dalian/Tianjin/Chongqing/Chengdu/Qingdao/Xiamen/WuhanJob Description: This position is responsible for development of business relationship with high-net-worth individuals and families. Understand client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to: Developing and maintaining business relationship with high-net-worth individual clients.Providing financial advise to high-net-worth Read more […]
Senior Investment Advisor / Investment Consultant recruitment
Responsibilities:Provide quality investment advisory services to high net worth clients.Work closely with relationship managers by providing technical data and market information.Ability to make presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures and also predict exactly of what will happen to that investment in coming years.Reviews a client’s personal financial statements, gauges her income and expense levels and evaluates her risk profile.Evaluates a client’s cash availability and then recommends investment strategies Read more […]
Investment Consultant recruitment
Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, financial and risk management. With 14,000 associates around the world we offer solutions in the areas of employee benefit programs, talent and reward programs, and risk and capital management.As companies struggle to improve business performance, they increasingly expect risk management to support broader financial objectives. Towers Watson understands the crucial link between risk and capital, whether you are an insurer concerned about capital management, a Read more […]
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 Read more […]