Private Wealth Management - Investment Counsellor

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.