Vice President, Investment Consultant (IC) – Wealth Management Product Department
Core
Develop diversified asset allocation recommendations across mutual funds, insurance, and structured products; design training programs for sales teams; support UHNW client advisors with joint visits and customized solutions.
Role type
Senior IC investment consultant (wealth management)
Builds
Diversified asset allocation strategies and client portfolio solutions
Domain
Wealth Management / Investment Consulting
Required skills
Asset allocation strategy, UHNW client portfolio management, client advisor training design, product analysis, scenario-based sales scripting, joint client visit management
Preferred skills
Cantonese proficiency
Technologies
Mutual funds, insurance products, structured products
Responsibilities
Develop diversified asset allocation recommendations across mutual funds, insurance, and structured products; Design and implement targeted training programs for the sales team; Support client advisors in building and retaining UHNW client relationships via joint visits and customized solutions
Seniority
Senior, hands-on IC
