Assistant Vice President, Corporate and HNW Clients
Core
Provide wealth management and investment advisory services to High Net Worth clients, analyzing financial needs to recommend suitable products and solutions.
Role type
Senior IC investment advisor (wealth management)
Builds
Financial products and solutions for HNW clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, structured product design, Fixed Income knowledge, equity-linked products knowledge, client relationship management, sales target achievement, English fluency, Mandarin fluency
Preferred skills
Trainer experience for junior Sales Managers
Technologies
N/A
Responsibilities
Analyze client financial needs and risk profiles; Develop new client relationships and expand portfolios; Collaborate with internal departments; Perform daily operations and customer services; Undertake ad-hoc duties and special projects.
