- Top Ranking Global Private Bank
- Expansion headcount for AP/Greater China region
- Multi-asset & Discretionary Investment Advisory
Our Client
Appointed by Global Private Bank with total AUM of USD 310 billion to search for multiple Cross Asset Classes of Investment Advisors to be part of the expanding GC team.
Job Duties
- Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
- Regularly monitor client portfolios for performance, risk and opportunities
- Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
- Accountable for optimizing client’s investment returns in accordance to risk/investment objectives
- Active participation in regional digitalization projects
Requirements
- Well qualified graduate in Mathematics or Quantitative Finance/ Degree holder with 12 years+/- relevant investment counselor & advisory/ portfolio management
- Holder of a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred
- Profound understanding of complex products in order to communicate customized solutions effectively with bankers & UHNW & Institutional clients
- Excellent quantitative finance skills with experience in private wealth management business is highly desirable
- Trilingual candidate proficient in English, Mandarin and Cantonese
Category : Asset Management 
Industry :
Banking & Finance
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