Head of Investment Advisory
4 weeks ago
About the Role
We are seeking a seasoned investment professional to lead our wealth advisory team. As Head of Investment Advisory, you will be responsible for developing and implementing strategies to enhance our investment advisory and foreign exchange services.
Key Responsibilities
- Develop and implement investment strategies to drive business growth and enhance client experience.
- Build and maintain strong relationships with high-net-worth clients, providing tailored investment solutions and exceptional client service.
- Oversee risk management practices to ensure compliance with regulatory standards and internal policies.
- Lead and mentor teams, fostering a collaborative and high-performance culture.
- Monitor performance metrics and provide insights for continuous improvement.
About the Department
Our Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. We provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business, and investment services.
Requirements
- At least 15 years of experience in investment advisory, with a minimum of 10 years in team management.
- Strong knowledge of investment products, foreign exchange, and risk management.
- Proven track record in leading large teams and driving business success.
- Exceptional client relationship management skills with experience in high-net-worth client advisory.
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