Director/ Executive Director, Investment Advisor

Posted 13 June 2024
Salary HKD1200000 - HKD1800000 per annum
LocationHong Kong
Job type Permanent
Discipline Financial Services
ContactCathleen Chen

Job description

  • Leading Regional Private Bank
  • Great Working Culture
  • Great Remuneration Package
company overview.
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.

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

  • 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
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to

Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.