- Most Established Top Ranking European Private Bank
- Expansion headcount for AP/Greater China region
- Discretionary, Alternative & Capital Markets Advisory
Our Client
Representing the AA-fitch rating, Swiss Based Family Owned Best Private Bank in Europe with total AUM Of USD 700 billon to search for Cross Asset Classes of Investment Consultant+.
Job Duties
- Partner with seasoned private bankers to provide wholistic Discretionary Mandates, Alternative & Capital Markets Product Advisory
- Identify, Consult & Provide tailored investment solutions to private clients with the comprehensive support of product specialists/investment teams in Geneva/Asia
- Attend regular clients’ meetings and facilitate the growth of AUM
- Accountable for optimizing clients investment returns in accordance to risk/investment objectives
Requirements
- CFA candidate/Well qualified graduate/Degree holder with 10 years+/- relevant investment counselor & advisory/portfolio management
- Strong investment advisory, product specialist or portfolio management experience
- Highly seasoned investment presentation skills
- Good understanding and prior experience in private wealth management business is highly desirable
- Trilingual candidate proficient in English, Mandarin and Cantonese
- Global Private Equity Investment Manager
- Regional Investment Risk Oversight
- Promising Exposure with Competitive Benefits
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region.
- Expansion North Asia Headcount
- Transformation & Project Management
- MNC, Fintech & Financial Institutions
You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements