Job Title: ED, Investment Advisor
Job Title: Investment Advisor
Corporate Title: Executive Director
Division: International Wealth Management
Location: Hong Kong
SFID: 9847
Nomura Overview
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Role Description
The Investment Advisor will work within IPAS (Investment Product, Advisory and Solution) and work closely with RMs to provide advisory service with multi-asset class investment solutions.
Responsibilities
- Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
- Market and implement investment solutions in accordance with clients’ asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
- Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders
- Collaborate with product partners to drive product campaigns and outcomes.
- Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients
- Deliver performance reviews to clients across traditional and non-traditional assets
- Identify opportunities to streamline processes and increase operational efficiency
Requirements
- Minimum Degree in Business or Finance from an accredited university
- Minimum 10 years’ experience advising on portfolio construction including overall asset allocation, tactical shifts and security selections.
- Experience in investment products with the ability to extend beyond a single product to a multi-product focus
- Strong understanding of financial markets, asset classes, products and services
- Excellent client relationship management skills, communication and influencing skills with both internal and external stakeholders
- High level of professional and personal integrity, ensuring all work activities meet the high compliance standards of the Bank and are performed in line with internal and external guidelines and regulatory policies
Diversity Statement
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer