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investment advisor, private banking.

job details

summary

    job details

    about the company.

    This renowned international private bank is looking for a well-focused coverage Investment Advisor to join their Wealth Management team to manage and grow their customer portfolio across APAC. With broad product capability and existing pool of clientele, they are in a great position to expand and lead in the market

    about the team.

    Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue. Client meetings are expected from your KPI instead of internal meetings.

    about the job.

    You will engage and advise UHNW clients on investment trade activity and execute trades seamlessly

    You will support Private Bankers to develop new investment business with UHNW clients

    You will provide timely and accurate market updates and advise clients on investment options

    You will offer investment advisory, planning and execution of investment strategies to UHNW clients and maximize the ROA

    skills & experiences required.

    Your previous experience as a Wealth Management / Private banking and familiarity with Investment, Insurance, Equities, Bonds, Real estate products will help you succeed in this role. You will have 8+ years of experience in private banking. You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the bank. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis.

    If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk

    about the company.

    This renowned international private bank is looking for a well-focused coverage Investment Advisor to join their Wealth Management team to manage and grow their customer portfolio across APAC. With broad product capability and existing pool of clientele, they are in a great position to expand and lead in the market

    about the team.

    Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue. Client meetings are expected from your KPI instead of internal meetings.

    about the job.

    You will engage and advise UHNW clients on investment trade activity and execute trades seamlessly

    You will support Private Bankers to develop new investment business with UHNW clients

    You will provide timely and accurate market updates and advise clients on investment options

    You will offer investment advisory, planning and execution of investment strategies to UHNW clients and maximize the ROA

    skills & experiences required.

    Your previous experience as a Wealth Management / Private banking and familiarity with Investment, Insurance, Equities, Bonds, Real estate products will help you succeed in this role. You will have 8+ years of experience in private banking. You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the bank. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis.

    If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk