Private Wealth Management - Investment Counsellor

Job description

About Us: Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by: a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions); b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China; c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions. Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term). Job Description: Serve as an expert on equity markets and multi-asset solutions; translate complex market insights into actionable investment themes and high-conviction trading ideas. Design and review tailored investment proposals, with a specific focus on direct equity positioning, thematic baskets, and equity-linked structured products. Lead investment discussions in client meetings and pitch rehearsals, demonstrating professional authority to win mandates and deepen client trust. Conduct regular training sessions for the front office on equity fundamental analysis, market trends, and new product launches. Ensure strict adherence to sales conduct guidelines. Maintain and enhance investment professionalism. Qualification: Bachelor’s degree in Business Management, Banking, Finance, or a related field. Strong knowledge of investment products. At least 5 years of experience in wealth management, with exposure to client-facing roles, and a proven track record as an Equity Specialist, IC, or Buy-side Analyst. Strong market awareness and interpersonal skills. Self-motivated with the ability to work independently and under pressure. Knowledge of Bloomberg and proficiency in advanced MS Excel. Excellent command of spoken and written English and Chinese, including Mandarin. Occasional travel may be required.