Reporting to Asia Head of Investments, you will be in charge of the Funds Specialists team in HK and with a focus on North Asia markets. The team will be responsible for the selections and identifies specific investment opportunities of mutual funds, ETFs and Alternative Investments; provides advice, in a portfolio context, on financial products to Relationship Managers, Investment Advisors and PB clients; creates and maintains customized investment proposals; conducts regular review on clients’ books and create investment ideas in terms of managed portfolios; as well as partners with RM & IA in client calls and meetings, especially in advising on a portfolio context. Your team will also be involved in organizing client events/conferences in association with third party Asset Managers as per business needs.
To qualify, you will have over 12 years of experience in the financial industry, with at least 5 years in investment advisory and/or wealth management business. Solid knowledge of mutual funds, ETFs, alternative investments and the financial markets is required to succeed this role. Strong leadership skills with excellent interpersonal and communication skills in English is a must. Cantonese and Mandarin language skills will be an advantage.
To apply for this job
Contact: Bryan Lim quoting job ref: VSA-1281
Telephone: 852 - 2525 8820
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