Our client is a first tier private bank, they are looking for an Investment Consultant to join their HK office to partner with 1-2 Senior Private Bankers in managing client portfolios.

Duties:

• Partner with 1-2 Senior RMs and advise RMs and their clients on investments and wealth management
• Owner of all strategic pitch preparation
• Performing pitches with RMs to clients/prospects
• Perform portfolio review with RMs
• Ensure compliance of pitches and reviews with applicable rules and guidelines 

Requirements:

• Act as a generalist and usually work on multiple products and/or processes of medium to high complexity
• 8+ years of Financial Services industry experience
• Investment Consulting within private bank a must 
• Broad and deep understanding of financial markets + instruments
• Experience managing + advising on multi-asset-class portfolios throughout a cycle (preferably through several cycles) preferred
• Ability to deliver clear, meaningful and well-structured information and complex messages convincingly and concisely

Interested parties, please apply with your detailed resume in Word Format, quoting reference ‘ICPB_Nov 24, 17’.

All data provided will be treated in strict confidence and for recruitment purpose only. Only short listed candidates will be notified.