Job Summary:
Investment Consultant is part of the Investment Solutions Department. The department provides expertise in customized solutions for client investment across different asset classes and products for both onshore and offshore investment.
Responsibilities:
- Provide investment solutions to clients across all asset classes including customized solutions.
- Collaborate closely with the Financial Consultant to develop and maintain relationship with major clients.
- Collaborate with the Wealth Management's Investment Committee to select investment ideas and products to offer to our clients.
- Monitor and analyze general investment solutions market landscape.
Qualifications:
- High caliber Bachelor's/Master's degree in Economics, Finance, or a related field
- 5+ years of relevant experience in the financial industry
- Highly knowledgeable about financial services and products
- Experience in the global offshore private banks is highly preferred
- Demonstrated success in meeting business targets
- Highly developed relationship management skills
- Excellent communication and interpersonal skills
- Mature and self-confident
