Investment advisor

Responsibilities: Develop wealth plan through comprehensive wealth management advisory and solutions to Private Clients Clients: CPC PC s goal is to develop an integrated wealth plan according to client s needs, goals and risk-reward profile Implement wealth plan through construction of investment portfolio Manage and review investment to ensure that portfolio is tracking towards wealth plan Provide insurance, estate / trust advisory with various specialists to ensure plan integration Deepen client engagement through holistic wealth advisory and education Comprehensive quarterly portfolio reviews Active portfolio management to involve deeper client participation and engagement Active participation and involvement of wealth / investment seminars / workshop and life-style activities Provide tailored wealth management advice to HNWI Ntroduce various financial products and educate customer on products Formulate internal quarterly portfolio and product strategy for clients Determine wealth solution gaps and work with CPC RMs to develop solutions Build and share wealth advisory best practices with RMs and other specialists so as to achieve effective client-centric advisory Coach and guide RMs in developing their wealth advisory practice Follow bank CM service standards To support CPC customers in relation of product overview and macroeconomic updates To provide CPC customers with a unique level of VIP service, flexibility and priority To identify customer needs and provide efficient solutions Provide regular investment updates especially if portfolio is managed actively Offer portfolio reviews bi-annually or upon customer risk-profile change To use every opportunity deepen the customer relationship To handle effectively and follow-up any additional requests by CPC customer on market updates Knowledge/Experience: Financial market experience (7 years) Understanding of stock markets and investment products Phd in macroeconomics is a plus Experience in working with Bloomberg is a plus CFA a plus Previous experience in investment product development or portfolio advisory is a plus Fluent English Strong interpersonal and communicational skills Excellent presentation and negotiation skills Strong analytical skills