Wealth Management - Investment Consultant
Summary
Designs asset allocation strategies and trains advisors for ultra-high-net-worth clients in wealth management, focusing on mutual funds, insurance, and structured products.
Job Responsibilities:
1. Asset Allocation Strategy Development & Execution: Develop diversified asset allocation recommendations across mutual funds, insurance, and structured products, aligned with client needs and market opportunities. Conduct regular portfolio reviews.
2. Client Advisor Training & Enablement: Design and implement targeted training programs for the sales team per business priorities. Deliver enablement support: curate allocation case studies, draft product analyses, and create scenario-based sales scripts.
3. UHNW Client Collaborative Management: Support client advisors in building and retaining UHNW client relationships via joint visits, complex customized allocation solutions, and personalized investment guidance.
4. Market Research: Analyze global financial markets, economic trends, and investment vehicles.
Job Requirements:
- 10 years and above professional experience (both in asset management and wealth management preferred and investment consulting)
- Proven track record on investment sales/ fund distribution
- Strong presentation and communication skills, detail-oriented and results-focused
- Full proficiency in English, Mandarin and Cantonese is a plus to liaise with colleagues in Head Office.
- Willing to travel to Hong Kong and Mainland China frequently