Investment Advisor
Core
Provide investment market updates, strategy, and tailored solutions to high-net-worth clients by leveraging wealth management products like bonds, structured products, and funds.
Role type
Senior Investment Advisor (High-Net-Worth)
Builds
Investment solutions and business plans for high-net-worth customers
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment analysis, macroeconomic trend analysis, regulatory compliance, product interpretation (bonds, structured notes, funds), risk appetite assessment, business planning
Preferred skills
SFC license Type 1 & 4, CFA, FRM
Technologies
N/A
Responsibilities
Provide regular investment market and strategy updates covering macroeconomic trends, industry patterns, market structures, and regulatory environments; Maintain proactive collaborative relationships with relationship managers to identify client needs and provide timely investment solutions; Work closely with Wealth Management teams on business planning and joint meetings; Leverage wealth management solutions to achieve high-net-worth customers' financial goals; Ensure strict compliance with internal policies and regulatory requirements.
Seniority
Senior, hands-on IC