- Multi-asset classes product exposures
- Expansion North Asia Headcount
- Comprehensive Banking Benefit & Worklife Balance
Our Client
Appointed by the most sustainable European Based Private Bank established since 1840s and with worldwide operations in over 20 locations to search for potential talents to join their Investment Advisory Team.
Job Duties
- Provide comprehensive investment advisory & sales support to a small team of professional Investment Advisors & Product Specialists
- Responsible for trade execution and ongoing portfolio management
- Tackle any product related enquiries by working closely with front office bankers & ARM and operations team
- Facilitate investment research and prepare pitching materials
- Liaison with 3rd parties counterparts to resolve any investment/trade and pricing/operations issues
- Ad hoc administrative tasks for the advisory team
Requirements
- CFA / Degree holder with 3 years+/- relevant supporting experience in investment advisory/portfolio management team
- Strong multi-asset class products 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
- Highly Proficient in PowerPoint and excel including pivot table/vlookup
Category : Private Bank 
Industry :
Banking & Finance
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