Your new company
Our client is a large and well-established international private bank with a strong global presence and a long-standing reputation for delivering comprehensive wealth management and investment advisory services to high-net-worth clients.
Your new role
- Support Investment Counsellors in delivering investment advisory services to private banking clients, including portfolio monitoring and performance analysis
- Assist in preparing investment proposals, market updates, and client presentation materials
- Execute investment transactions across various asset classes and ensure timely follow-up with internal stakeholders
- Conduct investment research and product analysis to support portfolio construction and tactical investment ideas
- Maintain accurate client records and ensure compliance with internal policies and regulatory requirements
What you'll need to succeed
- Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline
- Solid understanding of investment products, including equities, fixed income, funds, FX, and structured products
- Hands-on experience in trade execution, investment operations, or dealing support within banking or financial institutions
- Proficient in Cantonese, Mandarin, and English (spoken and written)
- Relevant regulatory licenses (e.g. HK SFC Type 1 and/or Type 4) are preferred or willingness to obtain
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 me at 2230 7451.
