Senior Investment Advisor
Core
Formulate investment strategies and manage client portfolios for HNW clients within a marketing team.
Role type
Senior Investment Advisor (HNW client focus)
Builds
Investment proposals, portfolio reviews, and product solutions for cash equities, bonds, FX, structured products, and AIMS.
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Investment strategy formulation, portfolio management, product knowledge (equities, bonds, FX, structured products), client advisory, market analysis
Preferred skills
HKIB Enhanced Competency Framework (ECF) qualification, CFA designation
Technologies
AIMS products
Responsibilities
Meet and provide premium investment advisory to HNW clients, relay house view to marketing teams, collaborate on investment ideas and proposals, develop and monitor trading ideas, propose new product ideas.
Seniority
Senior, hands-on IC
