investment advisor analyst, private banking in Hong Kong

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job details

hong kong
banking & financial services
job type
HK$ 60,000 - HK$ 90,000 per month
reference number
cathleen chen, randstad hong kong
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job description

  • Prestigious international bank
  • Attractive package with fringe benefits
  • Investment Advisor (to USD >5mil clients)

our client

Our client is a Well-established leading bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team catering their high-net-worth clients (> USD 1mil).

about the job

As the Investment Advisor Analyst, your prime responsibility will be:

  • Assisting the Investment Advisors in the positioning and delivery of investment solutions to clients and prospects of Private Bank
  • Supporting Investment Advisors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
  • Supporting Investment Advisors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
  • Providing administrative assistance, such as meeting and preparation of Client Relationship Manager reports and campaign monitoring
  • Full compliance with internal and external rules, regulations and procedures

skills and qualifications

  • University degree in Business Administration or other relevant qualification
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 5 years' relevant experience in banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Consultant - Banking) at 852 2232 3482 for further discussion or email you updated resume to