about the company.
This renowned regional 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 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 retail banking or private banking, focusing on investment advisory to HNW / UNW clients
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 6111 5660 or email email@example.com