To advise, market and educate on managed investment (Unit Trusts and Alternative Investment) strategies. The Fund advisor must have strong investment advisory skills to handhold clients through difficult situations and to identify and recommend portfolio solutions
To have deep expertise of managed investment (Unit Trusts and Alternative Investment) strategies and support Senior Client Advisors in their sales pitches and client portfolio reviews.
To be effectively bilingual in Mandarin and English and have the ability service a wide range of clients across Asia, with an emphasis on North Asia.
To be a strong and energetic communicator, making presentations to engage internal stakeholders and to external clients. Must be comfortable presenting to in person, in public speaking and on various online media platforms
Collaborates with Senior Client Advisors to create customized proposals and quality solutions aligned with client's goals and objectives
To be current and aware of the latest industry developments and regulatory trends
Must be a team player and expect to work closely with the Managed Product Solutions team
Job Requirement
An ideal candidate would have 7 - 10 years experience in the asset or wealth management industry,
Possess CACs 1 & 2
a CFA Charterholder or a relevant business degree.
Good command of English
Proficient in spoken Mandarin as this person would need to explain product offering concepts to clients from Greater China.
