Treasures Private Client Investment Counsellor

• Provide investment strategy, hedging & trading advisory to private wealth clients and family office on all assets classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO office strategic view 
• Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client’s portfolio performance consistent with the client’s objective and risk profile
• Act as a point of contact by offer investment advisory, planning and execution of investment strategies to clients and maximize the ROA
• Assist bankers and assistant RMs to serve sophisticated client and keep abreast of financial markets latest trend and new products development
• Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division

• Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation
• Minimum 6-10 years of experience in financial institutions specializing in sales and marketing of financial products
• Strong knowledge of PB investment products including equities, fixed income, managed solutions, FX and structured products
• Qualified to carry out Investment regulated activities
• Strong business acumen, able to analyze and interpret business and financial data
• Excellent communication, interpersonal and leadership skills
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details [here]( 

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

The Center

Product Sales

Regular