Investment Advisor, Private Banking & Wealth Management

Responsibilities

• To provide customized asset allocation and product recommendations for high-net-worth clients to meet their needs

• To analyze the investment portfolios for high-net-worth clients, review their existing assets with market conditions, and provide feasible solutions based on their risk tolerance

• To provide market updates, research, briefings, and guidance to relationship managers to enhance their market knowledge and sales skills

Requirements

• Degree holder in Business Administration, Finance or related discipline

• At least 8-10 years experience in investment advisory service with good knowledge of investment products

• Fluency in English and Cantonese, Putonghua will be an advantage