My client is looking for Investment Counsellor/advisor VP/D
Requirements
Multi-asset product coverage (structured products , equity derivatives (HK & US stocks), FICC, futures )
· Serve as an expert on equity markets and multi-asset solutions; translate complex market insights into actionable investment themes and high-conviction trading ideas.
· Design and review tailored investment proposals, with a specific focus on direct equity positioning, thematic baskets, and equity-linked structured products.
· Conduct in-depth research on the business needs and compliance requirements of PWM and fintech clients
· Formulate the overseas distribution strategy for on-exchange trading and over-the-counter market products across
structure notes, fixed income securities, mutual funds, and hedge fund mandates, enhancing the brand's influence in the
B2C and B2B markets
· Lead strategic partnerships (global platforms, structure product issuers, fund managers and distributors) and manage key
accounts to deepen penetration and retention
· Provide client solutions and product fit via research-led insights, performance narrative, custom mandates, asset allocation proposals, and portfolio advisory
· Perform professional product training to internal business development and marketing teams with product strategies, key
selling points, and compliance essentials to enhance the expertise and effectiveness of the sales force
· Drive the optimization of risk management & compliance across product design, product governance, disclosures,
operational services, and cross-border marketing processes according to the market experiencev
Qualifications
- Bachelors degree in Business Management, Banking, Finance, or a related field.
- Strong knowledge of investment products.
- At least 8 years of experience in wealth management, with exposure to client-facing roles, and a proven track record as an Equity Specialist, IC, or Buy-side Analyst.
- Strong market awareness and interpersonal skills.
- Self-motivated with the ability to work independently and under pressure.
- Knowledge of Bloomberg and proficiency in advanced MS Excel.
Fluency in Mandarin is MUST.