- Top Ranking Pure Play European Private Bank
- Expansion headcount for AP/Greater China region
- DPM & Alternative Investment Solutions Advisory
Our Client
Appointed by the most respectable family owned European Private Bank & Asset Management group, receiving strong credit rating of A+ and established presence with 500 employees in HK/North Asia Branch to search for DPM/Investment Advisory Director
Job Duties
- Assume the DPM/Fund Specialist with full accountability to promote DPM/Funds penetration
- Collaborate with Discretionary Fund Manager to understand investment & risk strategies by attend periodic portfolio management committee
- Deliver discretionary and advisory solutions to UHNW investors across Greater China
- Develop tailor-made solutions based on clients’ investment goal with Equities, Fixed Income, and Alternatives
- Conduct portfolio review and re-positioning recommendations to client on regular basis
- Provide value added investment insights to retain and to attract new assets
Requirements
- CFA candidate/Well qualified graduate/Degree holder with 8 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
Category : Private Bank 
Industry :
Banking & Finance
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