AVP, Investment Consultant (Retail Banking Department)
Core
Deliver investment briefings, market trend analysis, and strategies to retail customers while guiding account managers on wealth management expertise.
Role type
Senior Investment Consultant (Retail Banking)
Builds
Investment portfolios and wealth management solutions for retail clients
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment portfolio management, market trend analysis, client relationship management, financial product expertise, team collaboration, strategic planning
Preferred skills
Professional financial management qualifications, senior-level experience
Technologies
N/A
Responsibilities
Deliver investment perspectives and market trend briefings, provide tailored investment strategies for customers, collaborate with relationship managers to enhance team wealth product expertise, manage investment sales activities
Seniority
Senior, hands-on IC