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Job ref no.: CT3114388-01#6129

Senior Investment Advisor (Private Wealth Management)

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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:

Responsibilities:

  • 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

Requirements:

  • 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

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