- 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
Category : Private Equity & Investment Bank
Industry :
Banking & Finance
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