Description

My fintech client is looking for Investment Counsellor/advisor VP/D

Multi-asset product coverage (structured products , equity derivatives (HK & US stocks), FICC, futures )

• Conduct in-depth research on the business needs and compliance requirements of retail clients and professional investors

• Formulate the overseas distribution strategy for on-exchange trading and over-the-counter market products across

structure notes, fixed income securities, mutual funds, and hedge fund mandates, enhancing the brand's influence in the

B2C and B2B markets

• Lead strategic partnerships (global platforms, structure product issuers, fund managers and distributors) and manage key

accounts to deepen penetration and retention

• Provide client solutions and product fit via research-led insights, performance narrative, custom mandates, asset allocation

proposals, and portfolio advisory

• Perform professional product training to internal business development and marketing teams with product strategies, key

selling points, and compliance essentials to enhance the expertise and effectiveness of the sales force

• Drive the optimization of risk management & compliance across product design, product governance, disclosures,

operational services, and cross-border marketing processes according to the market experience

Fluency in Mandarin is MUST.