Manager, Investment Advisory, Private Banking

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

Investment Advisory, Equities, Private Bank Job Description: Investment Advisory, Equities, Private Bank Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. As an Investment Counsellor, you will provide bespoke multi-asset and equity...

Active Investment Advisory Counselor (Director / Snr), Private Bank Multi-Asset Classes of Investment Advisory Expansion headcount for UHN Greater China Clients Superb Job Security & Worklife Balance Our Client Appointed by family run private bank with decades of expertise managing the assets of families, companies & HNW. With strong net inflows USD 8.0...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

A leading Private Bank in Hong Kong is searching for an experienced Investment Counsellor to provide expert financial advice to high-net-worth individuals. You will collaborate closely with Relationship Managers to enhance client relationships and deliver tailored investment strategies across various asset classes. Ideal candidates should possess at least 4...

Job Description - VP, Specialist, FX Advisory, Private Banking E) VP, Specialist, FX Advisory, Private Banking - ( E ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who...

A boutique Private Bank in Hong Kong is seeking a Regional Head of Investments to lead a team of Investment Counsellors and drive investment strategy. This senior role requires fluency in Mandarin and at least 15 years of experience in private banking, emphasizing leadership in investment advisory. The candidate will oversee investment ideas, partner with...

Investment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...

A leading international bank in Hong Kong is seeking an Associate in Investment Advisory to provide tailored investment solutions and support Investment Advisors in delivering high-level sales coverage. This mid-senior level position requires a good understanding of the financial markets and asset classes. Candidates should have a university degree, relevant...