Senior Wealth Management Advisor (Investment Specialist) RBD
Core
Provide professional wealth management solutions and investment advisory support to high net worth clients, including portfolio evaluation and district investment planning.
Role type
Senior Wealth Management Advisor (Investment Specialist)
Builds
Investment portfolios and sales strategies for high net worth clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, portfolio evaluation, market analysis, sales coaching, regulatory compliance, Cantonese, English, Mandarin
Preferred skills
CFA, CFP, FRM
Technologies
None stated
Responsibilities
Provide up-to-date market information and global financial market insights; Provide investment sales coaching, training, and advisory support; Closely evaluate high net worth clients' investment portfolios; Prepare and implement district investment planning; Ensure compliance with legal and regulatory requirements
Seniority
Senior, hands-on IC
