Job description

Leading Regional Private Bank
Great Remuneration Package
Great Working Culture

company overview.
This leading Regional Private Bank is looking for an Investment Advisor focusing International & China Market to join their business due to great success in their business last year. You will be reporting directly to the head of investment advisory and serving a team of assigned bankers. Great remuneration package and great working culture will be provided.

Job scope.
As the Director, Investment Advisor for a leading Regional Private Bank, your key responsibility will be to:

Provide premium & tailor-made investment advise to Private Banking clients and construct investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
Deliver the house view in the respective marketing teams and call on product specialists for specific support or general training needs.
Liaise with Private Bankers to articulate investment ideas & concepts, to create investment proposals and to conduct portfolio reviews.
Monitor clients & prospects portfolios for performance, appropriateness and opportunity
Contribute input and support for the development of new business initiatives and product enhancement by keeping abreast of products in the market as well as developing, monitoring, and following up on new trading ideas related to different asset classes, including but not limited to cash equities, bonds, FX as well as structured products under ELNs, equity options, range accrual notes.
Participate as a member of the Investment Council to generate products solutions and promote ideas approved & endorsed by the Investment Council
Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

Requirements.

Bachelor’s degree in Finance, Business, Economics, Banking or other related discipline, preferably with a CFA or other relevant post graduate qualifications
At least 10 years in private banking/ asset management/ wealth management industry in an investment advisory position, deep expertise in Greater China and international markets
Strong inter personal and communications skills
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation written and oral skills
Strong analytical and strategic thinking skills
Impeccable presentation and communication skills in English and Mandarin (both spoken and written to native standard)

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 cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3901 8731 for confidential discussion about it, we are always happy to help.