Portfolio Advisor (Wealth Management)
BNP Paribas Real Estate
Hong Kong
1天前

Responsibilities

  • Providing holistic portfolio advisory services with a strong focus on portfolio reviews and investment advice across asset classes / solutions in line with WM investment themes & proper risk management considerations (client suitability, cross-border, market volatility, etc.
  • Partnering with RMs to ensure a more disciplined & consistent portfolio review process, delivering investment recommendations & occasional joint client calls / meetings
  • Engaging with multiple stakeholders (RMs, IS, Middle & Bank office) to ensure optimal client portfolio experience, cross-sell products / solutions and maximize business potential
  • Product shelf management support to ensure optimal service delivery across bank’s tools, identifying & improving the bank’s tools, processes and overall efficiency, business reporting
  • Ensure all investment activities are done accurately and fairly handled and in accordance to regulations & Management policies.
  • Inform and Escalate issues to Management regarding irregularities in all investment activity, including trading and incidents
  • Maintain proper audit trails
  • Products : full range of listed and OTC products except Futures contracts and life policies
  • Requirements :

  • Financial market knowledge and product expertise (multi asset class and good market awareness) with experience in various market cycles
  • Principles of portfolio management, portfolio diversification, asset allocation and risk management
  • Ability to decipher complex portfolios, curate solutions, connect well with RMs / clients
  • Knowledge of Microsoft Excel, Microsoft Access and Microsoft Powerpoint
  • Knowledge of coding (VBA), manipulating large dataset (SQL) is a plus
  • Good understanding of regulatory requirements
  • Client focus, good communication and presentation skills, analytical skills, organizational skills, creativity & innovation, results-driven
  • Minimum 5-10 years of relevant financial market and / or investment advisory experience
  • Strong communication skills in English, Mandarin
  • Knowledge and experience in coding (VBA), manipulating large dataset (SQL) is a plus
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