Highlights

• Established Int’l Wealth/Asset Management Platform
• Expansion Investment Mgmt Sales Advisory Headcount
• Dynamic & Friendly International Environment

Based in HK North Asia Regional Branch with over 100 experienced private bankers and over 50 Products/Investment Counselors to search forRegional Discretionary Portfolio Solutions Advisor SVP.

The successful job holder will be accountable for

• Promoting DPM/Investment Management Franchise & Strategies in North Asia region
• Providing end to end discretionary mandate solutions consultation, business development, sales and marketing related activities.
• Proactively attending clients’ pitch,  identifying/selecting customized/tailored investment solutions and conducting periodic portfolio review for investors
• Working closely in close partnership with investment managers and private bankers along with professionals across AP/Global Headquarters.

Job Requirements:

• Degree in Finance/ Economics/ Accounting or related disciplines, with CFA/ CFP qualification preferred
• 8-12years+/- of relevant DPM sales/Portfolio advisory experience with strong financial product knowledge and asset allocation experience, acquired from the Private Bank/ Wealth Management or Asset Management industries
• Driven & proactive team player! Profound understanding of investment management, traditional/alternative products including PE, hedge funds and global markets products
• Excellent interpersonal and influencing skills, with ability to elaborate on and explain complex ideas
• Fluent communication skills in written and verbal English and Chinese (Cantonese and Mandarin)

Interested candidates, please email your update resume (in MS WORD format) with current and expected salary to us soonest.

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