Investment Strategy Specialist
Core
Analyze institutional clients' trading and wealth management needs to provide comprehensive investment advice, financial planning, and risk assessment services.
Role type
Investment Strategy Specialist (Wealth Management)
Builds
Wealth management service products and client investment portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Institutional client analysis, wealth management, financial planning, risk assessment, product recommendation, sales and marketing collaboration, market strategy planning
Preferred skills
Cantonese proficiency
Technologies
N/A
Responsibilities
Analyze and discover institutional clients' trading and wealth management needs, Conduct risk assessment and evaluate clients' financial status to recommend suitable investment products, Collaborate with a wealth management team to design and promote service products, Organize and plan marketing activities according to company strategy and market plan, Develop and maintain new and existing clients with sales and marketing teams
Seniority
Mid-Senior, Licensed Professional