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Director, Investment Advisory, Private Banking

Job Seekers Hong Kong SAR China Financial Services Front Office Financial Services - Private Banking

Job Summary

  • Hong Kong Island
  • Permanent
  • BBBH769509
  • Nov 05, 2020
  • HK$101k -120k pm
Job Description

Our client is a top-tier international foreign bank. This role will be direct repot to the Head of Investment Advisory.

Responsibilities:

  • Closely work and liaise with PB relationship managers in driving business
  • Maintain good relationship and deliver investment ideas to high-net-wealth clients
  • Work with legal and compliance department and understand client risk appetite, investment preference and return expectations as well as growth of assets and profitability
  • Analyse of market and product information and review client investment portfolios for annual Portfolio Insight
  • Timely and accurate execution of client orders

Requirements:

  • With 7+ years of experience
  • Good communication in English, Cantonese and Mandarin
  • Excellent presentation and negotiating skills
  • Ability and acumen in building strong relationship with working partners
  • Knowledge in Risk, Regulatory and Legal & Compliance areas
  • License of Type 1 and Type 4 under HKMA/SFC is preferable

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Consultant Details

Consultant Details

Jacey Siu
Jacey Siu
  • Consultant | Financial Services Operations Recruitment
  • 3907 3944
  • jsiu@morganmckinley.com