- Well established Private Bank
- Excellent Career Opportunity
Our client is a well established private bank with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them
- Provide investment support, education and guidance to clients, prospects and Relationship Managers
- Assess client need, experience, expectations and risk tolerance
- Develop comprehensive investment strategy and asset allocation proposal appropriate to client
- Coordinate execution of investment strategy with appropriate products and services
- Ensure use of open architecture product selection to ensure best in class product offering
- Monitor client portfolios for performance, appropriateness and opportunity
- Provide updates on investment opportunities to clients, prospects and Relationship Managers
- Provide input and support for the development of new business initiatives and product enhancement
- Identify and communicate issues or limitations related to product, platform, operations, systems or pricing.
- Maintain current knowledge of competitor investment capabilities, product offering and pricing policies.
- Ensure integrity of sales process and compliance with regulatory policies.
- Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Requirements
- Proven track record in investment advisory, with a minimum of 10 years relevant experience.
- Knowledge of client onboarding process and due diligent requirements
- Experience in portfolio management, brokerage or institutional sales useful
- Demonstrated experience in buy side financial markets
- Knowledge of private banking business onshore and offshore, and competitive and regulatory environment
- Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
- Strong negotiation, complex problem resolution, communication and presentation written and oral skills
- Sound judgement, keen sense of urgency, and high level of professional and personal integrity
Interested applicants should send a detailed resume to Michelle Ho by email to mho@ric.com.hk quoting reference eFC3615.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)