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Job Description
- Conduct in-depth consultations and provide total portfolio solutions for HNW/UHNW clients, including highly sophisticated investors as well as analyze clients' financial situations and offer tailored investment or funding recommendations
- Recommend suitable investment products, such as mutual funds, bonds, structured notes, and private assets, based on each client's risk appetite
- Monitor client investment portfolio performance and recommend appropriate adjustments according to asset allocation
- Stay updated on market conditions and factors that impact the market, provide timely call-to-action recommendations to clients
- Cultivate strong client relationships, fostering trust and confidence in investment expertise, and collaborate within a team to design efficient and suitable investment products, asset allocation, and investment strategies
Qualification:
- Bachelor’s degree or higher in Finance, Accounting, Business Administration, Marketing, or related fields
- Minimum of 5 years of direct experience in fund management, investment consultation, investment strategy, investment product development, with preference for portfolio management, fund management, or investment strategy experience
- License holders of IC Complex, IP, or fund manager license. CFA will be a plus
- Experiences in fostering relationships with HNW/UHNW clients and in-depth knowledge of financial markets, investment products, and economic trends
- Strong analytical and problem-solving skills, ability to interpret complex financial data, along with excellent interpersonal, communication, and creative problem-solving skills
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
