Your new company Our client is a fintech pioneer with decades of success in the financial industry. They specialise in providing innovative trading and wealth management solutions, connecting broker-dealers, asset managers, banks, and fintechs to markets and assets globally. With a strong focus on digital transformation, they offer cutting-edge platforms that enhance trading efficiency and investment management processes.
Your new role - Partner closely with Relationship Managers and Senior Investment Advisor (Investment Counsellor) to deliver tailored investment advice to high-net-worth clients.
- Provide holistic and unbiased recommendations across asset classes including equities, bonds, FX, structured products, mutual funds, discretionary mandates, and private market investments.
- Monitor client portfolios regularly to assess performance, risk exposure, and identify new opportunities.
- Contribute actively to team-wide investment idea sharing and strategy discussions.
- Proactively manage a portfolio of assigned accounts and maintain strong client engagement.
What you'll need to succeed - Minimum 3 years of stable experience in private banking, with a focus on investment counselling / product advisory / assistant relationship manager.
- Well-versed in multi-asset investment strategies, with working knowledge across various asset classes including derivative, structured product, fund, private market, etc.
- Strong analytical and quantitative skills, with the ability to evaluate portfolio risks and recommend optimal solutions.
- Fluent in both Mandarin and English (spoken and written), with excellent communication skills.
- CFA designation preferred; proficiency in Bloomberg and Microsoft Office tools is essential.
What you need to do now If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to jane.chan@hays.com.hk or contact 2230 7451.