• Proactive in communicating multi-asset investment ideas and asset allocations to high net worth clients.
• Continue to provide professional and excellent investment advice to clients, including but not limited to wealth management, securities, and other investment advisory services.
• Drive advisory product ideas
• Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions (Inclusive of Equity, bonds and funds) for clients
• Take initiative to provide latest market information and advisory service
• Review customers' assets and portfolios with wealth management team on a regular basis
• University degree in Business Administration or related disciplines
• Minimum of 5 years’ experience in different investment products or private banking
• 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