Some of the key responsibilities will include
Proactive in communicating multi-asset investment ideas to Private Bankers and high net worth clients within the Greater China Region
Drive advisory product ideas
Active monitoring of client investment portfolios and conducting portfolio reviews
Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions for clients
To be eligible for this role you will require
A minimum of four years of client advisory experience in wealth management, premier or priority banking is mandatory
Excellent knowledge of global financial markets and current affairs.
Fluent in Cantonese and Mandarin as the role is required to communicate with clients in these languages
Linguistic proficiency and cultural awareness
Good analytic, communication, presentation skills
Passionate about client service. Persistent and persuasive
HKMA Relevant Individual, HKSI Licensed Individual and CPWP qualification will be a plus. 
