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portfolio advisor, private banking.

job details

summary

    job details

    about the company.

    This renowned international bank provides comprehensive wealth management solutions to Ultra High Net Worth Clients in North Asia. Our client is looking for an experienced Fund Specialist to join their Private Wealth Management team.

    about the team.

    You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team. You will work closely with the sales team to drive revenues.

    about the job.

    -You will provide advisory services along with RMs and Products Sales team to UHNW clients

    -You will promote and cross-sell full range of listed and OTC products

    -You will support on product shelf management to ensure optimal service delivery across bank’s tools

    -You will help maximize business potential of North Asia Region

    skills & experiences required.

    -You will possess degree or above in Business Administration or related disciplines

    -You will have 5-10 years of experience in Private Banking specializing in investment advisory.

    -You will have strong knowledge in financial marketing and be familiar with investment & wealth management products (multi-asset classes).

    -You will have a strong analytical background.

    -You will have good command of spoken and written English and Chinese (Cantonese and Mandarin)

    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 bank provides comprehensive wealth management solutions to Ultra High Net Worth Clients in North Asia. Our client is looking for an experienced Fund Specialist to join their Private Wealth Management team.

    about the team.

    You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team. You will work closely with the sales team to drive revenues.

    about the job.

    -You will provide advisory services along with RMs and Products Sales team to UHNW clients

    -You will promote and cross-sell full range of listed and OTC products

    -You will support on product shelf management to ensure optimal service delivery across bank’s tools

    -You will help maximize business potential of North Asia Region

    skills & experiences required.

    -You will possess degree or above in Business Administration or related disciplines

    -You will have 5-10 years of experience in Private Banking specializing in investment advisory.

    -You will have strong knowledge in financial marketing and be familiar with investment & wealth management products (multi-asset classes).

    -You will have a strong analytical background.

    -You will have good command of spoken and written English and Chinese (Cantonese and Mandarin)

    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