Our client is a growing international private bank with strong presence across Asia. They are now seeking an experienced and passionate investment professional to deliver advisory solutions to HNW/UHNW clients.
Job Responsibilities:
- Build and maintain relationships with affluent and high-net-worth clients by providing tailored investment guidance.
- Deliver comprehensive financial planning and diversified strategies across multiple asset classes, including equities, fixed income, funds, and structured instruments.
- Work closely with relationship managers to support client acquisition and showcasing advisory capabilities.
- Create or contribute to market updates, portfolio commentary, and client-facing publications to support advisory discussions.
- Conduct regular reviews to ensure portfolios remain aligned with client goals and market dynamics.
- Ensure all recommendations and interactions adhere to regulatory standards and internal policies.
Requirements:
- Minimum 6 years of experience in wealth management, investment advisory, or portfolio management.
- Familiarity with multi-asset investment products.
- Proven track record in managing high-net-worth or affluent client relationship.
- Customer-focused, self-motivated, and meticulous.
- Strong analytical and problem-solving skills, with a keen attention to detail.
- Fluent in Chinese, English and Cantonese.
