- Cover multi assets including equities, fixed income, mutual funds, etc.

Client Details

Established private bank hiring a senior IC covering multi assets

Description

• Work with RM and managing investment relationships with ultra-high net worth clients and offer multi assets investment advice covering equities, fixed income, FX, funds, private credits, etc.
• An individual in this role will be expected to:
• Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business

Profile

- Strong view on US stock, A shares and HK shares, fixed income, mutual funds

- Self motivated, driven and good communication skills

- Prior Client facing experience

- Solid experience in private banking / Private Wealth / buy side covering multi assets

Job Offer

Good package and culture

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Hayley Law on +852 3412 4814.