My client is a well-established firm that shares a strong connect with Mainland China. They are looking for an IC to join their PWM team.
My client shares a strong connection with Mainland China clients, they would be expecting the IC to approach new clients who are referred into the firm, and provide product advisory to clients in order to generate revenue for the company. My client has developed an international platform and is expanding rapidly.
- Bachelor's degree holder in financial related subjects; FRM/CFA holder would be a bonus
- At least 7 years of investment experience in PB/ PWM
- Fluent/ Native in Mandarin; have exposure to Greater China market and clients
- Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
- Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.