PWM Asia, Investment Representative (IR)
Core
Develop and manage relationships with Ultra High Net Worth and High Net Worth investors to identify, evaluate, and execute investment strategies.
Role type
Private Wealth Management Investment Representative (Private Banker)
Builds
Customized financial advice, investment solutions, and brokerage services for individuals, families, and foundations.
Domain
Private Wealth Management / Financial Services / Asia
Deliverable
client delivery
Required skills
Investment strategy formulation, client relationship management, business development, regulatory compliance knowledge, quantitative analysis, sales and prospecting
Preferred skills
CPWP certification, CFA certification
Technologies
Investment analysis tools, quantitative analysis platforms
Responsibilities
Develop long-term client relationships, advise on investment strategies, contribute to sales and marketing initiatives, implement quantitative analysis processes for investment ideas, uphold risk and compliance culture
Seniority
Mid-Senior, hands-on IC
