Senior Investment Advisor
5 days ago
Job Summary:
We are seeking a seasoned investment professional to join our team at Unicorn Advisor (HK) Limited as a Senior Investment Advisor/Counsellor. The ideal candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.
Key Responsibilities:
- Provide expert investment advice to high net worth clients, leveraging extensive knowledge of private banking business (onshore and offshore).
- Develop and implement tailored investment strategies to meet clients' financial goals and objectives.
- Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.
- Stay up-to-date with market trends and regulatory requirements to ensure compliance and optimal investment outcomes.
Requirements:
- At least 8 years of experience in investment advisory, portfolio management, brokerage, or institutional sales.
- Fluency in Mandarin is a must.
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