Assistant / Deputy Investment Consultant, Private Banking
Core
Assist Investment consultants in analyzing market trends, preparing investment proposals, and executing orders across all asset classes including FX, bonds, equity, ELN, mutual funds, and alternative investments.
Role type
Junior IC investment consultant support
Builds
Investment proposals and order execution for private banking clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
market trend analysis, order execution, wealth management product knowledge, regulatory compliance, English, Cantonese, Putonghua
Responsibilities
Analyze market trends, prepare investment proposals, execute orders on all asset classes, provide support to investment consultants and customer relationship managers