Investment Solutions Specialist
7 days ago
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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