Strategic Investment Advisor
1 month ago
Main Responsibilities:
- Deliver actionable market insights to family offices and high net worth individuals on global multi-asset investments.
- Ensure seamless alignment with internal guidelines and regulatory policies.
- Contribute to brand development through strategic initiatives, including events and webinars.
- Analyze market trends to identify investment opportunities and competitive positioning.
- Lead strategic positioning initiatives.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field.
- Possession of an MBA, CFA, or CFP is a plus.
- At least 10 years of experience in product management or related roles within private banking or wealth management.
- Strong understanding of investment strategies.
- Proven track record of product development and management.
- Excellent English and Mandarin communication skills.
- Exceptional interpersonal skills for effective client and stakeholder engagement.
Data collected will be used solely for recruitment purposes and in accordance with the Personal Data (Privacy) Ordinance. Only shortlisted candidates will be notified.
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