Investment Advisor-Private Wealth Management Investment Advisor-Private Wealth Management …

Huatai Financial Holdings (Hong Kong) Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 30 Mar 20
Competitive
Huatai Financial Holdings (Hong Kong) Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 30 Mar 20
Competitive
Established in 2006, Huatai Financial Holdings (Hong Kong) Limited (“HTHK”) is a wholly-owned subsidiary of Huatai Securities Co. Limited (“HS”), a publicly listed company on both the Shanghai Stock Exchange (601688.CH) and the Hong Kong Stock Exchange (6886.HK). HTHK currently has Type 1, Type 2, Type 4, Type 6 and Type 9 licenses and it is carrying out the following businesses: securities, futures brokerage, corporate finance and asset management.

Key Responsibilities:

  • Provide high net worth clients with market update and investment advisory services; understand client risk appetite, investment preference and return expectations
  • Monitor clients' portfolios, conduct regular portfolio reviews via client meetings
  • Collaboration with internal and external product providers in idea generation and proactively developing the business and pitching ideas to clients
  • Providing timely and unbiased investment advice primarily on single stocks, bonds, structured products, funds
  • Provide timely analysis report of market and product information

Requirements:

  • A minimum of six years of Private Banking or relevant investment experience in Investment Advisor or research role
  • Strong understanding of the financial market and solid knowledge in multi-asset classes underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds and/or specialised in Fixed Income (preferred)
  • A team player with excellent communication and interpersonal skills
  • The ability to be a solution-partner to Relationship Managers
  • Good communication in English, Cantonese and Mandarin
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