Senior Fund Investment Advisor, Wealth Management
Core
Provide mutual fund recommendations and drive fund sales to Relationship Managers and clients in North Asia.
Role type
Senior Fund Investment Advisor
Builds
Investment proposals and fund recommendation communications
Domain
Wealth Management / Private Banking
Required skills
Fund analysis, client engagement, presentation skills, Mandarin, Cantonese
Preferred skills
Strong analytical background, marketing skills, ability to work under pressure
Technologies
Morning meetings, email, investment proposals
Responsibilities
Provide mutual funds recommendations to RMs and clients, communicate fund ideas via meetings and emails, review and monitor fund performance, respond to RM queries, identify investment opportunities, ensure new fund validation and promotion
Seniority
Senior, 10-15 years experience