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.
International Multi-Family Office / Private Banking
Our client is an international multi-family office which provides services to private clients and their families, trusts and financial intermediaries, as well as institutions. With a determination to boost their client base across the Asia Pacific Region, they now invite an outstanding candidate to join them.
Research, analyse, review and recommend investment products to private bankers. To monitor investment ideas. Keep abreast of market intelligence. Work closely with bankers in developing and growing client relationships in investment aspects. Develop investment advisory platform, enlarge the investment activities in portfolio basis. Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions. Work closely with relationship managers to meet sale target. Construct client portfolio proposal and review according to clients' needs. To provide timely asset class targeted solutions to clients.
To be considered, you should be a degree holder with around 5 to 8 years of relevant experience in private banking. Sound investment products knowledge. Excellent analytical and communication skills. Fluency in written English and Chinese. Team player.
Interested applicants should send a detailed resume to Kelly Kam by email to email@example.com quoting reference eFC3190.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)