Investment Solutions Specialist

7 days ago


Hong Kong Island, Hong Kong SAR China CLSA Full time

The Investment Solutions Specialist will be responsible for assisting front office staff to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes.

This role requires a strong understanding of investment products and the ability to communicate complex ideas to clients. Your key responsibilities will include:

  • Building a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients
  • Providing client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view
  • Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile

Requirements:

  • Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products; dealing experience will be an advantage
  • Bachelor degree or above with major in Finance, Business Administration, Economics or related disciplines; professional qualification of CFA/FRM/CPA is preferred
  • Extensive knowledge of investment products including equities, fixed incomes, funds and especially structured products
  • Client focused with strong business acumen, presentation (both written and oral), sales, analytical, technical and relationship-building skills
  • Strong judgment and high level of professional and personal integrity


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