Job ref no.: CT3114388-01#6129

Senior Investment Advisor (Private Wealth Management)

Prime Search

Our client is a reputable bank with a well-established presence in Private Wealth Management. They currently have an exciting opening in their Investment Advisory team:


  • Provide investment advisory services to satisfy client's investment needs in various asset classes such as fixed income, equities, FX, structured products etc.
  • Formulate and communicate investment ideas/strategies to relationship managers and their respective high net worth clients
  • Identify clients' needs and suitable market opportunities
  • Actively participate in joint sales calls with relationship managers
  • Keep abreast with up-to-date global market news/trends
  • Maximize clients' satisfaction by incorporating after-sales support


  • University graduate. MBA / CFA preferred
  • Minimum 7 years of investment advisory experience. Candidates with less experience will be considered for an Investment Advisor role.
  • Good understanding of various investment products such as equities, FX, bonds, funds structured products, etc.
  • A team player with good interpersonal, communication and presentation skills
  • Fluent in English and Cantonese
  • Ability to work under pressure

Interest parties please submit your CV by clicking Apply Now

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3114388-01#6129
  • N/A
Job Function
Employment Term
  • Full-time
  • 7 years - 12 years
Career Level
  • Middle management level
  • Degree
  • Master's degree