Fixed income advisor, private wealth management

Responsibilities:

• Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
• Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.
• Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.

Requirements:

• Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
• Investment Knowledge: Extensive understanding of fixed income product.
• Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
• Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
• CACS 1 & 2 required. CFA preferred

To apply online please use the 'apply' function.

(EA: 94C3609/ R21103354 )

• skills

• qualifications

• education

Bachelor Degree

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