Investment Counselor (Cantonese Speaking)

Employer
BTI Executive Search Pte Ltd, EA Licence No: 01C4394
Location
Singapore, Singapore
Salary
Competitive
Posted
06 May 2022
Closes
05 Jun 2022
Ref
14793300
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Work closely with RMs covering the Hong Kong market to deliver Cantonese-speaking clients a professional investment experience and services
  • Assist to grow AUM in the HK market
  • Determine and understand the clients' needs and tailor suitable investment solutions based on the clients' risk tolerance, objectives and so on.
  • Keep updated with the financial markets, changes, research and product offerings across the whole firm
  • Identify and develop new business opportunities for the existing or prospecting client base together with RMs
  • Monitor performance, risk and returns for advisory portfolios under responsibility
  • Communicate and meet the clients together with RMs


Requirements:
  • Bachelor's Degree and above
  • Strong client-focused attitude
  • Professional interpersonal and communication skills
  • Team-player
  • Proficient in Mandarin and Cantonese speaking
  • 8 - 10 years of investment experience in dealing with UHNWIs, North Asia client coverage will be a plus
  • In-depth knowledge of all asset classes and portfolio construction


Only shortlisted candidates will be notified, thanks for your interest!

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