Private Wealth Management - Investment Counsellor

Huatai International Financial Holdings Company Limited

Not specified; not specified; not specified
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Equity market expertise
Client-facing investment discussions
Direct equity positioning design
** Huatai International Financial Holdings Company Limited is seeking a Private Wealth Management Investment Counsellor to provide expertise in equity markets and multi-asset solutions. The ideal candidate will have a strong background in wealth management, particularly in client-facing roles, and a deep understanding of investment products. **

Job Summary

  • The role involves serving as an expert on equity markets and multi-asset solutions to translate complex insights into actionable trading ideas.
  • Candidates will lead investment discussions in client meetings and pitch rehearsals to win mandates and deepen client trust.
  • The position requires conducting regular training sessions for the front office on equity fundamental analysis and new product launches.

Matching Summary

Match Score: 75

** Huatai International Financial Holdings Company Limited is seeking a Private Wealth Management Investment Counsellor to provide expertise in equity markets and multi-asset solutions. The ideal candidate will have a strong background in wealth management, particularly in client-facing roles, and a deep understanding of investment products. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Equity market expertise
  • Client-facing investment discussions
  • Direct equity positioning design
  • Thematic basket creation
  • Structured product knowledge
  • Bloomberg terminal proficiency
  • Advanced MS Excel skills

Nice-to-have

  • Strong interpersonal communication
  • Self-motivated independent work style
  • Ability to work under pressure
  • Cross-border capital market awareness
  • Front office training experience

Key Requirements

  • Bachelor's degree in Finance or related field
  • At least 5 years of wealth management experience
  • Proven track record as Equity Specialist or IC
  • Fluency in English and Chinese (Mandarin)

Work Rights

Not specified

Tailored Resume

Cover Letter