PEIB0508BC053JL
  • Alternative Investment Specialist & Active Advisory
  • Prestigious Global Private Bank & Asset Mgmt
  • Rewarding Career with Competitive Benefits

Our Client

Appointed by the most admired Global Private Bank & Asset Mgmt group w/AA- credit rating to search for Alternative Investment Specialist & Client Portfolio Advisor (Director+).

Job Duties

  • As part of the regional and global investment & product solution team to consult & drive alternative & active investment strategies
  • Understand clients’ investment & risk appetite and provide customised investment strategies by fully collaborating with investment counterparts in HQ, Europe and Asia
  • Offer timely insights across macro and secular themes to facilitate clients' investment decisions & portfolio review
  • Attend clients pitch and periodic portfolio review by collaborating with bankers and global CIO and research teams

Requirements

  • CFA, Well qualified with 12+/- years of experience as investment specialist in multi -asset class advisory within the wealth management/private banking sector
  • Well versed with alternative investment products and markets
  • Motivated and driven personality
  • Confident and polished investment presentation skill
  • Proficient in English, Mandarin and Cantonese
APPLY NOW
Industry : Banking & Finance
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The ideal candidate will be responsible for managing the Chairman's personal, family, and business affairs, ensuring smooth day-to-day operations and enabling the Chairman to focus on key strategic priorities. This is a unique opportunity to work closely with an influential business leader, especially in the Greater China region and be involved in various aspects of their professional and personal life.

  • Coordinate the Group Chairman's personal & business schedules and appointments, ensuring seamless coordination with internal and external stakeholders.
  • Organize domestic and international travel arrangements, including work visas, flights, accommodations, and transportation.
  • Provide personal support to the Chairman, including managing personal errands, appointments, and family-related matters.
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  • As part of the Strategic Direct Investment Advisory Regional Team
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  • Work in partnership with bankers and investment professionals from advising PE investment opportunities, asset allocation to on-going portfolio monitoring in accordance to clients’ investment & risk appetite along