Senior Investment Consultant

Job Requirements:

1. Preferably candidates with at least 2-3 years of experience in a similar position.
2. Degree in related field (finance, investment, economics, accounting, actuarial science).
3. Strong work ethic along with strong interpersonal and communication skills.
4. Capable of taking responsibility for deliverables within a small, dynamic, and high functioning team.
5. Have a solid understanding of financial markets and be able to communicate at all levels, internally and externally.
6. Interested in investment markets/products along with the motivation to learn more about the financial investment landscape and sales process are key requirements.
7. Outstanding communication, presentation, and interpersonal skills.
8. Excellent organisation and project management skills.
9. Strong ability to articulate complex ideas and develop them into tangible benefits to clients and sales representatives, coach and develop talents, cope with ambiguities.

Job Responsibilities:

1. Liaising with Research team, Portfolio Management team, and Equities & Bonds Dealing team on in-house research views and market outlooks concerning the production of appropriate business development collateral.
2. Consistently works to deepen existing relationships with financial advisors and regional representatives to increase value-added support to them.
3. Meeting clients to review current investment arrangements, discuss market/industry developments and potential changes to consider/implement.
4. Conduct investments-related presentations and training to support & lead client education events to help the client gain better knowledge of financial markets and financial solutions.
5. Construct portfolios for clients depending on their goals and risk profiles.
6. Conduct portfolio reviews with representatives, assess product suitability and market change impact to products held by clients as appropriate, identify opportunities and manage risks.
7. Devise sales and marketing strategies to promote certain funds, bonds, markets or strategies.
8. Other investment advisory support.
9. Undertake ad-hoc functions and related duties as required.