Responsibilities:

• Identify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning)
• Understand Client's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• Continue to provide professional and excellent investment advice to key clients of wealth management and relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• Take initiative to provide latest market information to the wealth management clients and relationship managers
• Actively assist and coach relationship managers and investment consultant to explore clients’ needs and sales opportunities
• Review customers' assets and portfolios with customer relationship managers on a regular basis
• Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
• Conduct customer portfolio analysis to identify cross-selling investment products opportunities

Requirement:

• University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
• 10 years’ experience in investment advisory service, with good knowledge of global / local markets and investment products
• Strong self-motivation and ability to work independently
• knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
• Good understanding of financial markets and regulations
• Strong communication and presentation skills
• Proficiency in both written English and Chinese (Mandarin)

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