Responsibilities * Provide investment advisory services to deliver professional and high value service to high net worth clients * Jointly develop and maintain client relationsh Responsibilities Provide investment advisory services to deliver professional and high value service to high net worth clients Jointly develop and maintain client relationship with Relationship Managers, provide promptly market information, portfolio investment advice and execution services to Relationship Managers and clients Review and monitor clients' portfolios and develop appropriate investment strategies, working in partnership with the Relationship Managers Perform regulated activities and ensure full compliance with policies, standards, guidelines and procedures laid down by the company and regulatory authorities Qualification Degree holder in Finance, Business or related discipline Experience in portfolio management for the high net worth wealth segment is an advantage Solid understanding of financial and investment markets Analytical mind and sensitive to financial market trends This role will support the Greater China Market predominantly, liaising closely with Mandarin-speaking clients and counterparts. Thus business level proficiency in Mandarin/ Chinese (written and verbal) is required for effective communication with the Mandarin-speaking clients and counterparts
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.