Wealth Management - Institutional Wealth Advisor
Core
Develop business relationships with high-net-worth individuals, families, family offices, and corporates to provide financial advice and investment opportunities.
Role type
Institutional Wealth Advisor
Builds
Client portfolios and AUM through investment advisory, asset allocation, and trading execution services.
Domain
Wealth Management / Institutional Finance
Deliverable
client delivery
Required skills
Investment advisory, asset allocation, trading execution, wealth planning, client relationship management, knowledge of Chinese and international capital markets, understanding of major investment instruments (equities, fixed income, FX, futures, options, mutual funds, hedge funds, PE funds, structured products)
Preferred skills
MBA degree, sales experience in banking and finance, securities dealing experience
Technologies
Equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, structured products
Responsibilities
Develop and maintain business relationships with target clients; bring in new clients and new AUM; provide investment advisory and asset allocation services; provide trading and execution services; assist clients on wealth planning and preservation
Seniority
Mid-level, sales-focused IC