BlueStrait Investment Management is looking for an Associate in Business Development / Investment Advisory to be based in Shanghai 投資顧問/客戶經理
The position is based in Shanghai and immediately available
About us:
Based in Shanghai, BlueStrait Investment Management is an independent investment advisory and pioneer in offering truly international investment advice. The firm was established on one overriding principle: to provide the highest level of international investment advice in the best interest of our clients. We offer customized asset allocation and product selection based on our client’s individual circumstances while providing the highest level of personalized service.
What we offer:
- Develop a career in independent investment advisory, one of the fastest-growing sectors of finance
- A high level of independence and responsibility and a pleasant work environment
- Location: Jing’an District, Shanghai
- Preferably starting in August 2016
Responsibilities:
- Managing individual relationships with high net worth clients. Gathering client data, both quantitative and qualitative, and working with clients in understanding and defining investment needs and objectives
- Reviewing and analyzing a client’s current financial situation and being able to advise on investment strategy
- Conduct business development and marketing activities
- Acquire new clients through targeted prospecting
- Hold investment-related seminars and presentations
- Provide top-notch and highly personalized client service
Qualifications:
- Strong interest and the desire to develop a career in investment advisory / wealth management
- Business-related degree preferred (bachelor, master). Participation in the CFA program is an advantage
- Work experience in a business development oriented role preferred but not mandatory. Other candidates can feel free to apply. Ability and motivation are valued highly
- Very proactive and reliable, strong organizational skills, a very deep level of motivation (can-do attitude). Being able to work autonomously and deliver results
- Excellent presentation and interpersonal skills but also strong analytical skills
- Preferred but not mandatory:
- Experience in holdings seminars or presentations in front of professional audiences
- Experience in building relationships
- Native Chinese speaker and fluent in English
- Strong PowerPoint, Word, Excel and internet research skills
Please send your cover letter, CV and picture to info@bluestrait.net stating why you would be the ideal candidate for this position and why you are interested in it. Visit www.bluestrait.cn for more information.