Investment Advisor
Core
Provide top-notch investment and asset allocation advice to generate positive client performance based on risk profiles and explicit requirements.
Role type
Senior IC Investment Advisor (Greater China)
Builds
Client portfolios and assets under management growth
Domain
Wealth management, Greater China market
Required skills
Investment strategy, asset allocation, portfolio management, risk management, regulatory compliance, client relationship management, market analysis (equities, fixed income, funds, SP, FX), commercial judgement
Preferred skills
CFA, ESG certification, Chinese Mandarin proficiency, cultural awareness of Greater China
Technologies
N/A
Responsibilities
Conduct regular portfolio reviews with clients and address deficiencies; actively provide investment advice jointly with Relationship Managers; monitor client portfolios to ensure alignment with risk profiles and investment goals; contribute to team spirit and provide guidance to team members; represent and market the team to attract assets under management growth; meet all legal, regulatory, and compliance standards.
Seniority
Senior, hands-on IC