Senior Investment Advisor - Hong Kong
Core
Provide proactive investment advice and portfolio management to private clients in North Asia, focusing on asset allocation and bottom-up investment ideas.
Role type
Senior Investment Advisor (Private Banking)
Builds
Personalized investment proposals and advisory services for private clients
Domain
Wealth Management / Private Banking / Sustainable Investing
Deliverable
client delivery
Required skills
Asset allocation, Portfolio management, Market knowledge across asset classes, Client presentation, Investment strategy development
Preferred skills
CFA designation, Experience in private banking advisory
Technologies
N/A
Responsibilities
Provide personalized investment advice and monitor advisory portfolios; Support bankers in client acquisition and transition execution-only clients to advisory; Generate investment ideas and contribute to advisory publications; Present market views and investment strategies to clients and prospects.
Seniority
Senior, hands-on IC