GPS Associate Programs - Investment Advisor (GC)

Job description

Tasks

• Client management (internal & external):
  • Preparation of client investment proposals and customized portfolio and investment recommendations
  • Support with presentations for customers and prospects (e.g., presentation materials, investment insights, market research, customer inquiries)
• Business management:
  • Supporting the team's strategic and operational goals, promoting business results and successes
  • Identification of opportunities to improve functional efficiency and productivity, proposal of process improvements and workflow optimizations, where relevant/appropriate
• Regulatory responsibilities B/R & risk management:
  • Fulfillment of all legal, regulatory and compliance standards/requirements
  • Compliance with the standards and expectations set forth in the Invest user manuals and guidelines
  • Demonstration of appropriate values and behaviors, including but not limited to standards of honesty and integrity, diligence and conscientiousness, fair dealing (fair treatment of customers), management of conflicts of interest, compliance with laws and regulations, and effective risk management, as well as compliance with applicable laws and regulations.

Requirements

Personal and social skills

• Effective communication and management of internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
• Proactive and results-oriented, with a passion for continuous learning and persuasiveness
• Open and approachable, with a genuine interest in people
• Focus on results
• Strong ability to plan, organize and communicate a clear vision
• Good judgment and ability to work under pressure

Professional and technical skills

• 2-3 years of professional experience (including internships)
• Relevant higher education and professional background (banking, finance, business administration, economics, or a related field)
• Good knowledge of financial analysis
• Good verbal and written communication skills
• Strong verbal and written communication skills. Fluency in Mandarin is required to work with and support Mandarin-speaking customers; knowledge of additional languages is an advantage.
• Familiarity with regulatory expectations and requirements
• Understanding cross-border interest rates and regulations

We offer

• A structured, two-year development program designed for ambitious early-career professionals who want to build a career in private banking.
• A dynamic 18-24 month program that combines rotating assignments, learning & training, and mentorship with challenging projects and responsibilities.
• The opportunity to rotate between 2-3 teams within GPS, gaining broad exposure to different business areas, company building blocks, and investment strategies
• The opportunity to work directly with experienced specialists and subject matter experts and contribute to daily business activities
• Continuous support through a dual mentorship model that brings together a senior mentor for career advice and a buddy for day-to-day integration