Job description
- Leading Regional Private Bank
- Great Working Culture
- Great Remuneration Package
This Leading Regional Private Bank is looking for a talent in investment advisory focusing on China market due to business expansion. You will be leading a team of 10, great working culture and great remuneration package will be provided.
responsibility.
As the Director/ Executive Director, Investment Advisor for a Leading Regional Private Bank, your key responsibility will be to:
- Develop deep, long-term relationships with private banking clients to understand their unique financial goals and risk profiles
- Analyze client financial situations and design customized investment portfolios and financial plans
- Monitor client accounts and make timely adjustments to portfolios as needed
- Proactively educate clients on market trends, investment opportunities, and strategies to grow and preserve wealth
- Collaborate with the bank's in-house research, legal, and tax teams to provide comprehensive wealth management services
- Maintain excellent client service and responsiveness to inquiries and requests
- Expand the bank's private client base through referrals and prospecting within your professional network
requirements.
- Bachelor's degree in business, finance, or a related field. MBA or other relevant certifications are a plus.
- Over 8 years of experience as an investment advisor, ideally in a private banking
- Strong financial analysis, investment research, and portfolio construction skills
- Excellent verbal and written communication abilities to explain complex financial concepts to high-net-worth clients
- Extensive knowledge of investment vehicles, strategies, and financial planning best practices
- Track record of growing and retaining a client book
Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.
