AVP/VP - Investment Consultant - PWM

Huatai Securities
Full-time Shenzhen, Shenzhen Financial Specialists
Posted:
February 26, 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: February 26, 2026
    Deadline: April 07, 2026