AVP Investment Consultant, Private Banking

JD Assistant Vice President, Investment Consultant, Private Banking

Responsibilities :

• Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance
• Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis
• Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients' bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning
• Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks
• Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups
• Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients.
• Facilitate the transaction process of investment products recommended to clients.
• Ensure compliance of local regulatory requirements and internal control and policies of the Bank
• Handle ad hoc projects as assigned.

Requirements :

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