- Coverage of UHN Greater China Markets
- Multi-Asset Classes of Investment Advisory
- Excellent Job Security & Bank Benefits
Appointed by the world’s winner as the Best Boutique Private Bank in Europe with AUM of USD 215 Bill to search for Multi-Asset Classes of Investment Consultant.
- Partner with experienced private bankers to provide customized multi-asset classes of investment solutions to family offices/mega clients across the greater china region
- Provide optimized investment solution to fulfil clients’ investment/risk objectives along with the support of product/research platform in HQ/Asia
- Active participation in clients meetings/pitching activities yet ensuring the fulfilment of corporate/regulatory governance
- Promotion of PB Wealth Management Solutions & Growth of AUM
- Degree holder with 13 years+/- relevant investment counselor & advisory/portfolio management & construction experience
- Strong investment advisory, portfolio and risk management knowledge
- Highly seasoned investment presentation skills
- Good understanding and prior experience in private wealth management business is highly desirable
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Product & Investment Advisory
Industry : Banking & Finance
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