Cross Asset Sales, Private Banking

Your new role

• Drive business development and revenue generation across a broad range of investment solutions, including structured products, equities, fixed income, FX, funds, and alternative investments.
• Partner closely with Private Bankers and Investment Counsellors to identify client opportunities and deliver tailored investment ideas and portfolio solutions.
• Conduct client meetings, portfolio reviews, investment seminars, and market update presentations for HNW and UHNW clients.
• Provide timely market insights and investment recommendations based on market developments, asset allocation views, and investment themes.
• Collaborate with internal product, structuring, and trading teams to develop and execute customized investment solutions for clients.

What you'll need to succeed

• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• Minimum 5 years of experience in Private Banking, Wealth Management, Multi-Asset Solutions Sales, Investment Counselling, Product Specialist, or related investment advisory roles.
• Solid knowledge of cross-asset investment products, including structured products, equities, fixed income, FX, funds, and alternative investments.
• Fluent in English, Cantonese, and Mandarin, with strong communication and presentation skills.
• Entrepreneurial, client-focused, commercially driven, and able to build strong relationships with internal and external stakeholders.

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 [email protected] or contact me at 2230 7451.