Portfolio Manager, Private Client Group
2 weeks ago
About the Role: The successful candidate will be responsible for handling order execution and providing support to investment consultants. A strong understanding of wealth management products and excellent communication skills are essential.
Key Responsibilities:
- Handle order execution across various asset classes.
- Support investment consultants with analysis and proposal preparation.
- Develop strong relationships with high-net-worth individuals and private banking clients.
- Stay up-to-date with market trends and regulatory requirements.
Requirements:
- University degree in Business Administration or related field.
- Minimum 2 years of experience in private banking or a related industry.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in English, Cantonese, and Putonghua.
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