Job Responsibilities:

• • • • • • • Act as a product expert in PWM, driving and coordinating the sales of investment products while collaborating closely with relationship managers to meet sales targets.

            • Train and support relationship managers on product knowledge, market trends, and investment strategies.

            • Present investment ideas to clients through in-person meetings, conference calls, and presentations.

            • Develop and review customized portfolio proposals tailored to clients’ financial goals and risk profiles.

            • Provide daily trade execution and administrative support to ensure smooth operations.

            • Ensure strict compliance with sales conduct and regulatory guidelines.

            • Continuously enhance investment expertise to maintain high professional standards.

Requirements:

• • • • • • • Bachelor’s degree in Business Management, Banking, Finance, or a related discipline.

            • In-depth knowledge of investment products and wealth management solutions.

            • Minimum 5 years of experience in wealth management, including client-facing roles, investment advisory, and trade idea generation.

            • Strong market awareness with excellent interpersonal and communication skills.

            • Self-driven, able to work independently and efficiently under pressure.

            • Proficiency in Bloomberg Terminal and advanced MS Excel.

            • Fluent in both English and Chinese (Mandarin preferred).

            • Willingness to travel occasionally as required.