Hong Kong [Change Country] Hong Kong JobsHong Kong Banking / Finance JobsHong Kong Investment Jobs Employers / Post Job
[ Log On ]

Head of Investment Advisory - Private Bank

Spidernet Recruitment Service

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2019-04-12
  • Career Level:Senior
  • Location:Central
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Private Banking  General Management  

Job Description

Responsibilities:

  • Lead the Investment Consultant Team to proactively advise the bank’s clients to achieve their investment objectives;
  • Support the client relationships of Relationship Managers (RM) from the investment angle, including training on investment related matters;
  • Work closely with product group, including idea asset class specialists for idea generation, research, discretionary and managed advisory mandates and the investment consultants’ output;
  • Manage asset allocation and product advisory recommendation lists across the client risk profiles;
  • Build and support a holistic investment business framework for Asia Pacific;
  • Ensure compliance with all internal Policies and Procedures, and further with all regulatory requirements.

 

Requirements:

  • Degree holder with good finance background, having a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) or other similar professional qualifications will be an advantage;
  • At least 5 years of experience in Private Bank investment advisory role and leadership experience;
  • Currently registered as the Executive Officer for regulated activities Type 1 and 4
  • Familiar with the regulatory requirements of the HKMA and SFC in respect of selling practice for private banks;
  • Able to conduct business in both English and Mandarin;
  • Excellent communicator with good presentation skills and able to communicate effectively at all levels;
  • Have passion for investments and advisory works;
  • Able and willing to lead a team towards planned common goals;
  • Mature, highly credible with strong client focus;
  • Proficient in Mandarin, Cantonese and English.

 

Interested parties please send your application (in MS Word Format) 

All information received will be treated in strict confidence and used for recruitment purpose only.

Only shortlisted candidates will be notified.

 

Company Info

 Multinational Company

Contact

Apply
Position Company Location Update
Subscribe job alert by email:
Email marketing by Spread