PRBK1125BB542RL
  • 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
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
You may also interested in......
  • Strategic Mgmt Consultancy & Fintech Functions
  • Integrated M&A, Technology & Innovation Project Mgmt
  • Promising International & Private Banking Career
Job Duties

As part of the regional management consultancy team and tasked with the following mission-

  • Drive & implement end to end business & technology projects by working with senior management and stakeholders across the region
  • Accountable for assessing business requirements and conducting feasibility studies to cater for new business, innovation, e-banking, fintech digitalization, technology and regulatory related initiatives
  • Prepare value added/quality management reports for committee meetings
  • Equities+Structured Products Execution Dealer 
  • Excellent Job Security & Bank Benefits
  • Friendly & Int’l Private Banking Platform 
Job Duties
  • Report to the Head of Investment Products & Solutions and partner with a professional dealing team of 15 in HK & SGP
  • Provide timely and quality trade execution of equities, structured and derivative products by working closely with private bankers & IC
  • Responsible for tackling any pricing related enquiries
  • Regional Discretionary Portfolio & Investment Management 
  • Front office Exposures with UHNW Client Mandate Review 
  • International and well-established platform 
Job Duties
  • Assistant Portfolio Managers in delivering an outstanding investment proposition 
  • Supporting high net-worth clients’ portfolio rebalancing, cash and trade monitoring 
  • Ensure the timely execution of investment transaction 
  • North Asia Clients’ Accounts Documentation
  • Multiple Levels of Perm/Contract Openings 
  • Stable and International career platform
Job Duties
  • Report to the Department Head and responsible for account opening & periodic documentation review by working closely with front office relationship managers/private bankers and compliance department
  • Review and ensure validity of account/accurate KYC documentation
  • Serve as the Account Documentation subject matter expert to ensure the adherence of HKMA requirement and corporate governance