Investment Advisory Associate Director
Core
Review and supervise distribution processes, design wealth strategies, and drive fund sales and unit-linked product promotion across key internal clients and channels.
Role type
senior IC investment advisory associate director
Builds
wealth strategies and project roadmaps for internal clients and channels
Domain
financial services, investment advisory, fund sales
Deliverable
product features
Required skills
sales management, investment management, market dynamics analysis, regulatory compliance, team leadership, market and product training, engagement material development, mentorship
Preferred skills
CFA charter, native Mandarin speaker
Technologies
none stated
Responsibilities
Review and supervise distribution processes to ensure seamless execution and regulatory compliance; Collaborate with cross-functional teams and regional leadership to design, plan, and execute wealth strategies and project roadmaps; Expand market presence by driving fund sales and promoting unit-linked products; Conduct market and product training, develop engagement materials, and mentor sales and advisory personnel
Seniority
Senior, hands-on IC