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D/ED, Investment Advisor, Private banking

Selby Jennings
Hong Kong
Posted 1 day ago In-Office Permanent Negotiable
A pure play private bank is looking for an Director to Executive Director level Investment Advisor to join their team in Hong Kong as they are expanding. Requirements: * At least 8 years of private banking experience * University degree is a must * Fluent in Cantonese, Mandarin and English * Comprehensive knowledge in product advisor including but not limited to FX, Fixed-income, equities, structured products and funds

Requirements:

  • Advising clients on asset allocation
  • Conduct regular portfolio reviews to ensure the portfolio is constantly calibrated
  • Achieve business targets and to ensure the best uses of all resources
  • Work closely with RM, market heads and all parties to drive revenue and achieve business target
  • Lead discussion with clients with focus on effectively delivering investment ideas
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Job ID  PR/324102
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