Investment Advisory Lead, Hong Kong
CurrentInvestment Advisory and Business Development- Conduct comprehensive market analyses and present product propositions in reputable financial channels (e.g., Sun Channel, Investalk, Strategist) to attract clients effectively- Formulate targeted sales methodologies to procure clients across diverse wealth strata meticulously.- Provide mentorship to junior colleagues in refined client engagement methodologies and intricate investment analysis techniques.- Lead bespoke, goal-oriented financial consultations to augment clients' wealth accumulation endeavors discerningly.- Dispense tailored counsel on asset allocation strategies and conceptualize personalized investment blueprints accordingly.- Spearhead initiatives in business development, fostering strategic affiliations and alliances to fortify Syfe HK's market standing proficiently.- Expand Syfe HK's corporate initiatives and institutional distribution networks with family offices, brokers and associationsInvestment Products- Gather and incorporate client feedback to improve existing investment offerings, including MMFs, bond funds, and various equities' portfolios.- Lead exploration into new investment opportunities and collaborate on development.- Facilitate due diligence on potential investment options to ensure quality selection.- Monitor investment performance metrics to identify areas for improvement.- Establish compliance measures with L&C to mitigate risks and ensure regulatory adherence.Marketing- Discuss with marketing team on brand positioning strategies and craft messaging for effective communication.- Facilitate on Creation of content across different marketing channels to connect with target audiences.- Implement lead generation tactics and nurture client relationships.- Track on performance metrics to discuss on refining marketing strategies and maximize ROI
