int(3454)
Hong Kong

Director, Portfolio Advisor/ Investment Counsellor, Private Bank

Our client is a European Private Bank with presence across Hong Kong and Singapore. We are currently looking for a Portfolio Advisor to join its expanding business in Hong Kong.

 

This is an exceptional opportunity to build a long-term and rewarding career. For a private and confidential discussion, please call Gerda Lau at +65 6850 7208 or email your CV in word format with job reference number JO0000002731 to frontoffice@theedgepartnership.com

 

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA Licence: 16S8131

Recruiter Licence: R1550679

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Key responsibilities

  • Provide multi-asset portfolio solutions to Relationship Managers, and update them regularly on house views
  • Provide high net worth clients with market update and tailored portfolio advisory services according to clients’ investment appetite
  • Monitor clients’ portfolios, conduct regular portfolio reviews via client meetings
  • Collaboration with investment team in idea generation and proactively developing the business and pitching ideas to clients
  • Work closely with Relationship Manager in strengthening the banks unique value preposition to existing and potential clients.

Role requirements

  • A minimum of six years of Private Banking or Asset Management experience in a Portfolio Specialist, Investment Advisor or Investment counsellor role
  • Experience in client advisory and portfolio construction
  • Strong understanding of the financial market and solid knowledge in multi-asset classes and/or specialised in Fixed Income (preferred), Equities or FX
  • A team player with excellent communication and interpersonal skills