reporting directly to Company Vice President. The roles are to acquire,
maintain and develop relationships with affluent clients (individuals
or institutions) by providing investment planning and wealth management
related services. Minimum 10 year experience as investment banker or
financial advisor from reputable banks/financial institutions. Must
have excellent English skills.
Essential Functions:
-
Work closely with clients and prospects to assess their total financial
picture, helping them identify and prioritize their short- and
long-term goals and gain an understanding of their risk tolerance.
-
Assist clients in developing an asset allocation strategy that will
guide them toward their goals. The strategy should take into
consideration a client's investment objectives, risk tolerance and time
horizon.
- Able to conduct investment banking related tasks (ie. merger &
acquisition, debt restructuring, risk management etc.)
- Propose investments and solutions consistent with a client's
strategic asset allocation and financial goals.
Minimum Qualifications:
- Minimum Bachelor/S1 degree from a reputable University.
-
Minimum 10-year related experience and a proven track record of success
in building relationships and developing sizeable new client
relationships.
- Strong background in investments, corporate finance, banking and
related advisory services.
- Strong analytical skills & initiative, able to work with minimum supervision.
- Excellent English skills, both in writing and orally.
- Skillful in using computers and application programs (MS Office).
To apply, please send your resume and cover letter to: hrsconsulting@gmail.com
(please type "Investment Banker" in the email subject). Email
attachment not more than 100 kb.
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