PRBK1230BC003JL
  • Global Private Wealth & Asset Mgmt Grp
  • Discretionary Portfolio Product Advisory
  • Promising Career, Worklife Balance & Sign-On Bonus

Our Client

Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor.

Job Duties

  • Assume the role as Discretionary Portfolio Product Specialist in North Asia region
  • Accountable for DPM/Funds penetration by working closely with IC/bankers from formulating customized asset allocation, consolidating investment presentation materials, attending clients’ pitch to periodic review
  • Collaborate with Discretionary Fund Manager to understand investment & risk strategies
  • Participate global/regional initiatives related to ESG and other new mandates initiatives

Requirements

  • CFA, Well qualified graduate/Degree holder with 7 years+/- cross asset classes of  investment advisory and portfolio management experience
  • Highly seasoned investment presentation skills
  • Good understanding of asset allocation/investment management
  • Trilingual candidate proficient in English, Mandarin and Cantonese
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
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