Responsibilities
You have strong investment knowledge and proven ability to offer sound investment advice to HNW clients on multi-asset class portfolios. You will advise clients on portfolio construction and allocation, ensuring their investment objectives are met, based on their unique investment goals, risk tolerance and bank's risk management framework. You keep abreast of market trends, provide clients with regular portfolio reviews and asset allocation rebalancing advice, in line with macro and market financial changes. You will partner product specialists to continuously improve products and services offered.
Requirements
The ideal candidate has strong academic qualifications. You have 7 - 10 years of relevant experience, including at least 5 years as an investment advisor in private banking. Experience working with bankers covering North Asia is essential. Your deep understanding of financial markets, asset allocation and multi asset will enable you to provide sound investment solutions to clients at a portfolio level. You have strong communication and interpersonal skills and are able to work effectively with internal stakeholders and external clients. An entrepreneurial and hands on individual, you thrive in a team-based environment.
To Apply
Please submit your resume to Jasmine at jt@kerryconsulting.com quoting Investment Advisor/ Reference number JT33611. Due to overwhelming response, we regret we will only be contacting shortlisted candidates for further discussion.
Registration Number: R 1101482
License Number: 16S8060
