AVP/VP - Investment Consultant - PWM

Huatai Securities

Full-time Shenzhen, Shenzhen Financial Specialists

Posted:

June 12, 2026

Location:

Shenzhen, Shenzhen, China

Job Description

AVP/VP - Investment Consultant - PWM
Job Responsibilities:
Work together with RMs for client facing and achieve revenue targets
Provide high net worth clients with market update and investment advisory services; understand client risk appetite, investment preference and return expectations
Monitor clients' portfolios, conduct regular portfolio reviews via client meetings
Collaboration with internal and external product providers in idea generation and proactively developing the business and pitching ideas to clients
Providing timely and unbiased investment advice primarily on single stocks, bonds, structured products, funds
Provide timely analysis report of market and product information
Qualifications:
3-5 years of Private Banking / Wealth Management or relevant investment experience in Investment Advisory / Investment Consultant role; OR Fixed income investment specialist from banking, asset management or se...
                

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Job Overview

Job Type: Full-time

Location: Shenzhen, China

Posted: June 12, 2026

Deadline: July 22, 2026