Job ref no.: CT3115703-01#1171

Active Advisor


Are you great at answering questions and giving advice? Do you know how to nurture client relationships? We are looking for someone like this who can:

  • provide proactive investment advice on multi-asset-class portfolios directly to High Net Worth clients, family offices and corporate clients
  • proactively manage client book and make sure clients are invested according to their risk profile
  • regularly contact clients with meaningful portfolio updates and investment recommendations
  • carry out important risk management tasks to meet legal and regulatory requirements
  • follow developments in the financial markets to maintain sharp understanding of both current and anticipated trends across relevant markets and products

You’ll be working in the Investment Products & Services team in Hong Kong or Singapore, as part of the Wealth Management business segment. We’re a small team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

You have:

  • worked with High Net Worth (HNW) or UHNW clients, ideally in a portfolio advisory role within a private bank
  • extensive experience managing and advising multi-asset-class client portfolios throughout a cycle
  • proven understanding of financial instruments and markets as a whole
  • qualifications of CFA/ CFP/ CAIA/ MBA/ FRM/ CMT, ideally
  • strong interpersonal skills (you’re a people person)

You are:

  • an excellent communicator, able to deliver information convincingly and concisely
  • a strong team player with high standards of ethical and professional behavior
  • a stickler for flawless execution procedures and documentation
  • fluent in Mandarin, Cantonese and English

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

Interest parties please submit your CV by clicking Apply Now

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More job information
Job ref no. CT3115703-01#1171
  • N/A
Job Function
  • 0 year - 5 years
Career Level
  • Non-management level
  • Asso. Deg or High Dip
  • Degree