Responsibilities:

• Develop deep, long-term relationships with clients by understanding their unique financial goals, risk profiles and investment preferences.
• Conduct thorough research and analysis to recommend personalised investment strategies and solutions.
• Actively monitor client portfolios and make timely adjustments to optimise returns and manage risk.
• Educate clients on market trends, economic conditions and the potential impact on their investments.
• Collaborate with internal teams to deliver a seamless and exceptional client experience.
• Stay up-to-date with industry regulations, compliance requirements and best practices.
• Being a part of a team to create, design and plan efficient and interesting investment product lines and asset allocation.

Qualifications:

• Bachelor's degree in Finance and Banking, Economics or related fields.
• 0-2 years of experience in private wealth management, financial advisory or investment management.
• Possession of IC Plain is a must; IC Complex 1/ IP License is preferable.
• Strong analytical and problem-solving skills with the ability to provide tailored financial solutions.
• Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients.
• In-depth knowledge of financial markets, investment products and wealth management strategies.
• Passionate about delivering exceptional client service and staying ahead of industry trends.