The Investment Advisor provides investment and market strategy updates, partners with relationship managers, and recommends bonds, structured products and funds for high-net-worth clients. Requires SFC Type 1 and 4, CFA/FRM, five-plus years in investment analysis, and English, Mandarin and Cantonese.
Core skills
Macroeconomic and market analysisInvestment strategy updatesBonds, structured products and fundsPrivate wealth product interpretationRisk appetite matchingSFC Type 1 and 4 licence
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