CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
AVP, Investment Advisor – Top Tier Global Private Bank
Kelly Services Hong Kong
November 6, 2019
Our client is one of the top tier private banks that offers a wide range of financial services including private wealth management and investment services. They are currently seeking for an Investment Advisor due to continual expansion.
Exciting new role for you
You will be working in a fast-paced and dynamic environment. You will be responsible to provide investment guidance and insights to clients and tailor-made investment strategies accordingly for client's best interest. In addition, you will analyse client's risk tolerance and monitor client's asset portfolio for performance and future opportunities.
At least 5 years + working experiences in investment advisory/wealth/asset management or relevant field.
Experienced in portfolio management within private banking sector.
Equipped with extensive knowledge of investment advisory.
Strong analytical, technical and problem-solving skills.
Client-centric with strong interpersonal, communication and relationship building skills.
Good command of both written & spoken English and Chinese.
You will be working at a fast path and high performing team with great career progression. Attractive remuneration and package.
Please send your CV to firstname.lastname@example.org and call Ruby Lau at +852 2281 0060 to have a confidential discussion about this role and other exciting opportunities with you.