Investment Advisory Associate – Private Banking, HK

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...

Our client is a well-regarded Private Bank. They are currently looking for an experienced Investment Consultant to join their expanding team. Responsibilities: Report to Chief Investment Officer Work closely with RM teams to promote the sales of investment products and achieve sales targets Analyze and update clients about market trends and significant...

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...

Associate, Investment Advisory (PvB), HKG Join to apply for the Associate, Investment Advisory (PvB), HKG role at Standard Chartered Job Summary We are looking for energetic talents with a to-win mindset and strong aspiration to grow a career in Investment Advisory. With a good understanding of the financial market and knowledge in various asset classes, the...

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...

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...

Private Wealth Advisor - Private Banking and Trust Services - Hang Seng Bank (HK) Join to apply for the Private Wealth Advisor - Private Banking and Trust Services role at Hang Seng Bank. Private Banking and Trust Services – Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their...