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Investment Advisory / Investment Assistant (Private Banking)

PeopleSearch Hong Kong
Full time Permanent On-site HK$40k - HK$60k

About the job

Key Responsibilities

  1. Execute multi-asset trade orders (equities, fixed income, FX, etc.) and oversee end-to-end transaction placements.
  2. Assist Senior Investment Consultants in analyzing market trends and drafting customized investment proposals for HNW clients.
  3. Generate customized investment proposals and conduct portfolio analytics by closely tracking global market dynamics for senior consultants.
  4. Partner with Relationship Managers to deliver exceptional client service while ensuring all transactions meet strict regulatory compliance.

Requirements

  1. Bachelor’s degree in Business, Finance, Economics, or a related academic field.
  2. 2 - 3 years of relevant experience specifically gained within a Private Banking environment.
  3. Solid understanding of structured wealth management products, trading execution, and industry regulations.
  4. Full fluency in spoken and written English, Cantonese, and Mandarin is essential.