Private Banking & Advisory Associate

About the Role

As a Private Banking & Advisory Associate, you will be a trusted financial partner for ultra-high-net-worth clients, providing bespoke investment strategies, private banking solutions, and wealth advisory services. This role offers an exciting opportunity to work closely with leading financial institutions and investment firms, gaining unparalleled industry exposure.

Key Responsibilities

• Client Relationship Management – Cultivate strong relationships with HNWIs, understanding their financial objectives and delivering tailored banking and investment solutions.
• Portfolio & Investment Advisory – Assist in analyzing, optimizing, and managing diversified wealth portfolios.
• Private Banking Solutions – Liaise with global financial institutions to facilitate premium banking services and exclusive investment opportunities.
• Market Analysis & Financial Insights – Conduct in-depth analysis on global financial markets, emerging investment trends, and risk management strategies.
• Strategic Collaboration – Work alongside legal, tax, and investment specialists to provide comprehensive financial planning and long-term asset management solutions.

Qualifications & Skills

✔ Bachelor's degree in Finance, Business, Economics, or related fields preferred, other disciplines would also be considered ✔ Prior experience in wealth management, banking, or investment advisory is advantageous. ✔ Strong analytical skills and deep understanding of financial products & investment strategies. ✔ Excellent communication and relationship management skills for engaging with UHNW clients. ✔ Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). ✔ Fluent in English; Mandarin and/or Cantonese are a plus.

Why Join Us?

✅ Work directly with high-net-worth clients in private banking & wealth advisory. ✅ Gain exclusive access to global investment firms & private banking services. ✅ Receive structured mentorship & training from industry leaders. ✅ Fast-track career progression toward senior leadership in private finance.

立即申請! Take the next step in your wealth management career with limitless potential.