AVP, Investment Consultant/Investment Advisor-Private Banking
3 days ago
Our client is Private Banking /Wealth Management . To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team AVP Investment Consultant/Investment Advisory , Private Banking/ Wealth Management Responsibilities Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net‑worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance. Experienced in asset allocation, capable of conducting overall economic analysis and in‑depth cross‑asset analysis. Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients’ bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning. Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks. Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups. Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients. Facilitate the transaction process of investment products recommended to clients. Ensure compliance of local regulatory requirements and internal control and policies of the Bank. Handle ad hoc projects as assigned. Requirements Bachelor’s degree or above in Business/Finance or related discipline. At least 4 years’ relevant work experience in investment Advisory / investment consultant in private bank/Wealth Management. Strong analytical skills and familiar with various and major investment products in the market and be able to apply it in asset allocation. Experience in alternative investments and discretionary investment portfolio is preferred. Relevant Individual with Type 1 and Type 4 licenses. Excellent communication, interpersonal and presentation skills. Good team player, self‑motivated with strong customer service mindset. Proficient in written and spoken English and Chinese (Mandarin & Cantonese). Holder of CPWP, CFA or CFP would be an advantage. Contact & Application If you're interested, please don't delay and click APPLY NOW; or for more information, you can reach out to Dolly Chan at OR office with your resume. Please send full resume with present & expected salary to expedite sourcing in MS‑WORD format by clicking “APPLY NOW ”. Please quote our reference in your application. Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided upon request. All information provided will be used for recruitment purpose only. #J-18808-Ljbffr
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