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The role requires the successful candidate to take up various investment advisory functions for the private banking business. You must have at least 6-year experience working with an investment advisory function.
Deliver appropriate investment solutions to high-net-worth clients whose portfolios are tagged for dedicated investment counselling services.
Increase the number of advisory accounts with primary goals to drive performance and profitability.
Accountable for identifying client needs, developing investment strategies, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution, and monitoring portfolio performance.
Product coverage includes Equities, Bonds, FX, Funds, DPM, Alternatives and Structured Solutions.
Maintain regular contacts with clients via calls, meetings and any other marketing events organized by the bank. Timely disseminate information of market/product analysis to clients.
Partner with relationship managers to attract prospects or to deepen existing client relationships through the demonstration of sophisticated market knowledge, investment intelligence and professionalism.
Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
Other tasks as assigned by the Department Head.
University degree with professional qualifications such as CFA or CPWP preferred
Minimum of six years' experience in investment advisory function or a minimum of ten years' experience in product specialist function with exposure to various asset classes in a reputable private wealth management firm or private bank
Fluent in English and Chinese (good Mandarin speaker)
Demonstration of analytical ability and multi-asset class product expertise
Self-starter with good presentation and interpersonal skills
Strong team spirit with a positive attitude
My client can offer a competitive salary and bonus package to the right candidate. IF you wish to hear more about the role then please submit your CV.
Tags: Investments, Investment Advisory, Investment Counselor, Private Bank, Private Banking, Director
Internal Number: 6570618
About Hamlyn Williams
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