Senior Investment Consultant/ Investment Consultant, Private Banking
Core
Provide holistic investment advice and portfolio recommendations to private banking clients, including wealth management and estate planning.
Role type
Senior IC investment consultant (private banking)
Builds
Client portfolios and investment strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, Financial market analysis, Portfolio construction, Client relationship management, Regulatory compliance, Multilingual communication (English, Cantonese, Putonghua)
Preferred skills
CFA, CFP, or CPWP certification
Technologies
Securities trading platforms
Responsibilities
Analyze customer asset status and risk tolerance to provide investment recommendations; Provide professional advice on wealth management and estate planning; Review customer portfolios with relationship managers; Obtain quotations and execute securities transactions; Coach relationship managers on sales opportunities.