Investment Manager for High Net Worth Clients
2 weeks ago
Role Summary
As a senior investment counselor in the wealth segment, we seek an experienced professional to provide high-quality investment services to high net worth clients. The successful candidate will have a strong understanding of financial and investment markets, with a solid analytical mind and ability to develop appropriate investment strategies.
Key Responsibilities
- Provide professional investment advice and execution services to clients
- Jointly develop and maintain client relationships with relationship managers
- Review and monitor clients' portfolios and develop suitable investment strategies
- Ensure full compliance with policies, standards, guidelines, and procedures laid down by the bank and regulatory authorities
Requirements
- Degree holder in finance, business, or related discipline. CFA qualification is an advantage
- Minimum 8 years of portfolio management experience in the high net worth wealth segment
- Solid understanding of financial and investment markets
- Analytical mind and sensitivity to financial market trends
Our Offer
We offer a competitive salary and benefits package, as well as a dynamic work environment that supports your development and recognizes your achievements.
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