int(6078)
Hong Kong

Executive Director, Multi-Asset Investment Counsellor, Private Bank

An exciting opportunity to join a well-established Private Bank that offers diversify investment solutions to high net worth clients across the region. The bank offers comprehensive financial products and investment solutions for their HNW clients.

The role will entail a combination of working closely with relationship managers and other in-house investment experts, in providing investment solutions to clients and prospects. The position is based in Hong Kong.

Please contact Gerda Lau at +65 6978 9656 or email your cv directly in word format with job reference number: JO0000004808 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

  • Proactive in communicating multi-asset investment ideas to Private Bankers and high net worth clients
  • Drive advisory product ideas
  • Active monitoring of client investment portfolios and conducting portfolio reviews
  • Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions for clients

Role requirements

  • A minimum of ten years of investment counselling experience in private banking is mandatory
  • Solid multi-asset investment background with excellent knowledge of global financial markets and current affairs.
  • Fluent in Cantonese and Mandarin as the role is required to communicate with clients in these languages
  • Linguistic proficiency and cultural awareness
  • Good analytic, communication, presentation skills
  • Passionate about client service. Persistent and persuasive
  • HKMA Relevant Individual, HKSI Licensed Individual and CPWP qualification will be a plus.