AVP/VP - Investment Consultant - PWM
Job Responsibilities:
Work together with RMs for client facing and achieve revenue targetsProvide high net worth clients with market update and investment advisory services; understand client risk appetite, investment preference and return expectationsMonitor clients' portfolios, conduct regular portfolio reviews via client meetingsCollaboration with internal and external product providers in idea generation and proactively developing the business and pitching ideas to clientsProviding timely and unbiased investment advice primarily on single stocks, bonds, structured products, fundsProvide timely analysis report of market and product informationQualifications:
3-5 years of Private Banking / Wealth Management or relevant investment experience in Investment Advisory / Investment Consultant role; OR Fixed income investment specialist from banking, asset management or se...