PRBK0910BB738JL
  • Top Ranking Pure Play European Private Bank 
  • Expansion headcount for AP/Greater China region
  • DPM & Alternative Investment Solutions Advisory

Our Client

Appointed by the most respectable family owned European Private Bank & Asset Management group, receiving strong credit rating of A+ and established presence with 500 employees in HK/North Asia Branch to search for DPM/Investment Advisory Director 

Job Duties

  • Assume the DPM/Fund Specialist with full accountability to promote DPM/Funds penetration  
  • Collaborate with Discretionary Fund Manager to understand investment & risk strategies by attend periodic portfolio management committee 
  • Deliver discretionary and advisory solutions to UHNW investors across Greater China
  • Develop tailor-made solutions based on clients’ investment goal with Equities, Fixed Income, and Alternatives
  • Conduct portfolio review and re-positioning recommendations to client on regular basis
  • Provide value added investment insights to retain and to attract new assets

Requirements

  • CFA candidate/Well qualified graduate/Degree holder with 8 years+/- relevant investment counselor & advisory/portfolio management 
  • Strong investment advisory, product specialist or portfolio management experience 
  • 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
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
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