A Top-tier International bank
Investmet Advisoring Manager
财富管理
业务
北京
5-10年
本科
面议
职位描述
Key Responsibilities:
Deliver investment advisory services and portfolio reviews for WM/PB clients.
Recommend and execute investment solutions including public funds, QDII, FX/treasury products, structured products etc.
Support RMs in client acquisition, asset gathering, and AUM growth.
Conduct market updates, investment seminars, and client portfolio discussions.
Ensure suitability, risk profiling, and regulatory compliance in all investment recommendations.
职位要求
Qualifications
at least 8+ years in Wealth Management, Private Banking, Treasury Sales, Fund Sales, or Investment Advisory.
Strong knowledge of mutual funds, discretionary/advisory portfolios, capital markets, and investment products.
Existing HNW/UHNW client exposure and strong communication skills.
Relevant certifications (e.g., AFP/CFP/CFA, local regulatory licenses) are typically preferred.
咨询顾问
Sophia Zhang
Sr. Business Manager- Banking & Financial Services, China
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