VP Investment Counsellor / Advisor, Private Banking
ALL-STAR AGENCY
Hong Kong, Hong Kong
2天前

Overview

With ambitious bank strategy in the region a fast growing private bank is seeking to hire a VP Investment Counsellor or Investment Advisor to support private bankers with tailored solutions to meet HNW clients' financial objectives.

Role Responsibilities

  • Provide Investment Advisory to Private Bankers and their portfolio of high-net-worth clients with investable assets of $5 million and above.
  • Keep up with market trends and assess Private Banking clients' financial objectives to provide tailored products and solutions
  • Proactively go-on joint client meetings to pitch Bank's comprehensive suite of personal, business and investment services
  • Requirements

  • 9-12 years private banking experience as an Investment Counsellor or Advisor
  • Direct experience with HNW or UHNW customer segments
  • Strong presentation and communication skills Mandarin, English and Cantonese
  • Bachelor's Degree in Finance, Business, Economics or equivalent;
  • If you believe you have the relevant skill and experience and is interested in this position, kindly get in touch with Jack Leung at with your CV and contact details or call +852 3901 8971 to engage in a confidential

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