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Our client is a Well-established private bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team as Director, Investment advisory
about the team.
You will be leading a team of 5 in a well-developed platform with great working culture and work-life balance.
about the job.
As a director of investment advisor in private bank, your prime responsibility is to:
Contribute to the development and refinement of the vision and strategy for the business
Managing the Type1 & Type 4 regulated activities of Private Banking Division
Build and lead an effective and cohesive investment advisory team
Liaise with internal department or external parties on new product development
Working closely with PB management and RMs to provide timely market information and investment initiatives
Conduct training/coaching to sales staff on market trend and product knowledge
Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs
Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines
skills & experiences required.
University graduate with 10 years banking experience in investment advisory area
Qualifications in IIQE/HKSI related areas are required
Possess CPWP certification or pass in relevant papers
CFA or CFP will be an advantage
Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
Proactive, excellent team player with strong multi-tasking and organizational skills
The successful candidate will be offered an excellent salary package and career prospect within a prestigious bank. An excellent opportunity to be part of growing business during a period of strategic business expansion.
If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Principal Consultant - Retail & Private Banking) at 852 2232 3482 for further discussion or email you updated resume to email@example.com.