Investment Portfolio Consultant (IC)
Core
Provide investment opinions, conduct market trend briefings, and deliver investment strategies to meet customer needs.
Role type
Investment Portfolio Consultant (IC)
Builds
Investment strategies and client-facing sales support
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Investment market analysis, Investment product knowledge (bonds, equities, commodities, FX, Unit Trusts, Structured Products), Client presentation, Sales support, Coaching, Technical training
Preferred skills
CFA, CFP, CRWP, FRM, CMT certifications, Putonghua fluency, Overseas travel
Technologies
Investment platforms, Market data tools
Responsibilities
Provide investment opinions and conduct briefings on market trends and product features, Deliver investment strategies to meet customer needs, Support investment sales activities and client meetings, Provide coaching on investment products and technical training to sales staff