North Asia Investment Advisor, Private Bank
3 days ago
This is an Investment Counsellor role for the private banking arm of business and the incumbent will be expected to support North Asia market, hence additional language proficiency will be an added advantage.
Some of the key responsibilities will include:
- Build and maintain relationships with relationship managers to support North Asia clients, providing them with personalized investment advice and recommendations.
- Develop and implement investment strategies that are tailored to each client's individual needs and risk profile.
- Responsible to assess investment suitability and analyse to identify potential investment opportunities and evaluate investment risks.
- Monitor clients' portfolios and provide regular performance updates and recommendations for adjustments.
- Collaborate with other team members, including wealth planners and product specialists, to deliver a comprehensive wealth management service to clients.
- Portfolio covers across asset classes, markets and jurisdictions; required to combine in depth knowledge of traditional and alternative investments
To be eligible for this role you will require:
- Bachelor's degree in finance, economics, or a related field.
- At least 5 years of experience in investment advisory or wealth management, with exposure on North Asia clients will be a bonus
- Strong knowledge of financial markets and investment products, including equities, fixed income, and alternative investments.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients.
- Proficiency in Mandarin is preferred.
- Relevant licenses or certifications, such as CFA, CFP are a plus.
EA License Number: 16S8131
Recruiter Licence Number: R1219710
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