investment counsellor, director
The employer is from Finance sector. Work alongside product teams to generate new product offerings to clients, proposing new product ideas and communicating feedback from the market Generate holistic portfolio investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews Active participation in product investment committees - develop, monitor and adhere to new trading ideas for products Bachelor's degree in finance or similar At least 8 years of experience in investment counselling (UHNW) Good working knowledge and interest in multi-asset classes Ability to communicate (spoken and written) fluently in Mandarin language is key as this role requires you to liaise and provide advisory Mandarin speaking clients