Job description
- Leading and sizable Private Wealth Management
- Great Remuneration Package
- Great Working Culture
This leading Private Wealth Management is looking for seasoned investment advisory talent to join their team due to business expansion. Great working culture and great remuneration package are provided.
job scope.
As the VP, Investment Advisor in a Leading Private Wealth Management Firm, your key responsibility will be to:
- Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
- Develop deep, long-term relationships with high net worth clients to understand their unique financial goals and risk profiles
- Analyze client financial situations and design customized investment portfolios and financial plans
- Monitor client accounts and make timely adjustments to portfolios as needed
- Proactively educate clients on market trends, investment opportunities, and strategies to grow and preserve wealth
- Collaborate with the bank's in-house research, legal, and tax teams to provide comprehensive wealth management services
- Maintain excellent client service and responsiveness to inquiries and requests
- Bachelor's degree in business, finance, or a related field. MBA or other relevant certifications are a plus.
- Over 5 years of experience as an investment advisor, ideally in a private wealth management
- Strong financial analysis, investment research, and portfolio construction skills
- Excellent verbal and written communication abilities to explain complex financial concepts to high-net-worth clients
- Extensive knowledge of investment vehicles, strategies, and financial planning best practices
- Track record of growing and retaining a client book
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.
Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.
