Financial Planner, Multi-Family Office Professional

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time
About Your Role

As an Investment Strategist, you will play a crucial role in developing customized investment strategies for high-net-worth individuals and families. Your expertise will be essential in conducting in-depth analysis of clients' financial goals, risk profiles, and investment time horizons.

  • Develop Investment Strategies: Conduct thorough research and analysis to create tailored investment plans that meet clients' unique needs and objectives.
  • Evaluate Investment Opportunities: Research and evaluate a wide range of investment vehicles, including stocks, bonds, real estate, and alternative investments, to build diversified portfolios.
  • Advise on Asset Allocation: Advise clients on macro asset allocation among multi-asset classes to best fit their risk profile and financial objectives.
  • Monitor and Adjust Portfolios: Regularly review client portfolios and make recommendations for adjustments as needed to align with their evolving financial objectives.
  • Client Education and Support: Educate clients on investment principles, market trends, and portfolio performance to ensure they are informed and confident in their investment decisions.
  • Stay Current with Industry Developments: Stay up-to-date on industry regulations, tax implications, and best practices to provide informed guidance and recommendations.
  • Prepare Investment Reports: Prepare detailed investment reports and proposals for client meetings to ensure seamless communication and decision-making.
What You Will Need to Succeed
  • Education and Experience: Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g., CFA, CFP) preferred. Minimum 2-6 years of experience in investment advisory, wealth management, or a similar role.
  • Proven Track Record: Proven track record of developing and implementing successful investment strategies for high-net-worth individuals and families.
  • Strong Analytical Skills: Strong financial modeling, analytical, and problem-solving abilities.
  • Client Focus: Dedication to providing exceptional service and delivering positive client outcomes.

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