• Coverage of UHN Greater China Markets
  • Multi-Asset Classes of Investment Advisory
  • Excellent Job Security & Bank Benefits

Our Client

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. 

Job Duties

  • 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
Industry : Banking & Finance
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