- Discretionary Mandates & Active Investment 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 strong capitalization, credit rating and record high AUM with USD 980 Bn+ to search for Alternative Investment Specialist & Client Portfolio Advisor (Executive Director)
Job Duties
- As part of the regional and global investment & product solution team to consult & drive discretionary mandates & 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
- Work at the intersection of client advisory and institutional investment strategy, with direct exposure to high‑calibre clientele
Requirements
- CFA, Well qualified with 18+/- years of experience as investment specialist in multi -asset class advisory within the wealth management/private banking sector
- Expertise in discretionary portfolio management, multi-asset allocation, and sophisticated investment consultation
- Motivated and driven personality
- Confident and polished investment presentation skill
- Proficient in English, Mandarin and Cantonese
- Promising Career Development Prospects
- Private Banking ARM Supervisory & Business Management
- Healthy Work Life & Excellent Bank Benefit
Mission: Crucial dual role as an operational supervisory lead and a trusted partner to Senior Private Bankers (Relationship Managers). This position oversees a pool of Assistant Relationship Managers (ARMs) responsible for HNW and UHNW client accounts.
- Accountable for hiring, mentoring, resource planning, performance evaluation of a team of ARMs/Client Service specialists in addition to ensuring the seamless client onboarding and trade execution, robust regulatory compliance, and high standards of service excellence while optimizing workflow efficiency across the team
- Direct first-line control. Ensure full compliance with AML/KYC standards, account onboarding requirements, product suitability checks, and cross-border regulatory rules
- Drive operational efficiency by collaborating with IT, Operations, and Product teams to streamline client workflows and support audit readiness
- FX, Treasury & Structured Solutions Specialist
- Product Advisory & Trade Execution
- Promising Career with Int’l Private Bank
Elite Advisory & Market Insights: Deliver tailored macroeconomic analysis and currency insights directly to private bankers and external UHNW clients.
Institutional Execution: Take accountability for maintaining "Best Execution" standards, ensuring timely and accurate pricing across all major currency pairs and structured derivatives.
Bespoke Structuring: Design customized currency structures and thematic trading strategies that align with individual risk boundaries and portfolios.
- Account Documentation & Static Data Management
- Global Private Bank & Expansion Hire
- Worklife Balance & Friendly int’l Team
- Responsible for account documentation check and clients’ data maintenance
- Ensure completeness of document in accordance to regulatory requirements
- Provide back office private banking operations support that called for liaison with front office and KYC teams
- Handle general inquiries from internal and external customers in relation to clients account information
- Support regional ad hoc projects
- Trade Execution of Structured Products
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with a professional team of cross asset classes of investment advisors
- Accountable for timely trade execution of equities and structured products by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives