Job details
Location: | Hong Kong |
Salary: | Negotiable |
Job Type: | Permanent |
Discipline: | |
Reference: | 77405_1732182253 |
Posted: | 21 days ago |
Job description
Our client is a renowned Chinese securities firm. They are looking for someone to join as an RM in Private Wealth Management and an Investment Counsel.
RM, Private Wealth - Job Description
- Acquiring High Net Worth Clients and managing existing relationships.
- Offering tailored investment advice based on clients' needs and risk profiles, in alignment with the firm's views on various products and asset classes.
- Driving AUM growth and revenue generation
- Customizing portfolio proposals by allocating client funds across products such as funds, equities, and other asset classes.
- Actively reviewing and monitoring clients' assets under management (AUM) through timely buy/sell/hold recommendations based on clients' preferred allocations.
Investment Counsel, Private Wealth - Job Description
- Support Relationship Managers in positioning and delivering investment solutions to clients and prospects within Private Wealth Management.
- Generate comprehensive portfolio investment ideas, articulate investment concepts, create investment proposals, and conduct portfolio reviews.
- Understand, adhere to, and demonstrate compliance with all relevant internal and external rules, regulations, and procedures applicable to the business, particularly regarding Internal Controls and Compliance policies.
Requirements:
- 7 to 10 years of experience preferred.
- Previous experience in client relationship management.
- Strong product knowledge (e.g., funds, equities, margin financing, insurance, structured products).
- Proven track record in investment or investment advisory, with experience in portfolio management, brokerage, or institutional sales.
- Good working knowledge of multi-asset product classes.
- Bachelor's degree or higher in a business-related field.
- Strong communication skills, with a preference for proficiency in spoken and written Mandarin.
"Interested candidates, please send an updated CV to kelvin.lam@ charterhouse.com.hk