- Multi-Asset Classes of Investment Advisory
- Expansion headcount for UHN Greater China Clients
- Superb Job Security & Worklife Balance
Our Client
Appointed by family run private bank with decades of expertise managing the assets of families, companies & HNW. With strong net inflows USD 8.0 billion and total AUM of USD 360 billion to search for Trilingual Director (Senior) to be part of the Cross-Asset Classes of Active Investment Advisory group.
Job Duties
- Assume active investment advisory and client facing role by collaborating with private bankers and products specialist
- Accountable for providing timely global market updates and customized investment solutions from structured products, equities, fixed income, treasury, mutual funds and alternative investments etc
- Continuous monitoring, portfolio review and provide value added market commentaries
- Active participation of annual review and product offering by working with counterparties across HQ and APAC
Requirements
- Well qualified graduate with 13 years+/- steady and relevant investment counselor & active advisory experience earned from Int’l private banks
- Chartered Financial Analyst (CFA) designation is highly preferred
- Profound understanding of complex/structured products in order to communicate customized solutions effectively with bankers & UHNW & Institutional clients
- Good understanding towards the global capital markets
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Private Bank 
Industry :
Banking & Finance
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