SVP - Investment Solution (Product & IC) | 人才服务办公室

职位描述

Responsibilities

• · Identify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning)
• · Understand Client's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
• · Continue to provide professional and excellent investment advice to key clients of wealth management and relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
• · Take initiative to provide latest market information to the wealth management clients and relationship managers
• · Actively assist and coach relationship managers and investment consultant to explore clients’ needs and sales opportunities
• · Review customers' assets and portfolios with customer relationship managers on a regular basis
• · Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
• · Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
• · Conduct customer portfolio analysis to identify cross-selling investment products opportunities

Requirement

• · University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
• · 5-10 years’ experience in investment advisory service, with good knowledge of global / local markets and investment products
• · Strong self-motivation and ability to work independently
• · knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
• · Good understanding of financial markets and regulations
• · Strong communication and presentation skills
• · Proficiency in both written English and Chinese (Mandarin)