INVESTMENT ADVISOR

• MD / ED Level
• Team Management Responsibility

Our client is a reputable private bank serving high-net-worth individuals and families, providing tailored wealth management, investment, and trust services across key global markets. They are currently looking for a Senior Investment Advisor to lead a team in Hong Kong.

As Team Head, you will be managing a team of Investment Advisors to support Relationship Managers for North Asia, providing first-class investment advisories to UHNW/ HNW clients and formulating investment strategies that align with client’s target strategic assets allocation. You will also communicate the house view in their respective marketing teams as well as working with Relationship Managers on investment ideas and conducting portfolio reviews.

To be considered, you should have 10+ years of related experience, and with a proven track record in acquisition success, and extensive product and investment knowledge. Outstanding relationship management capabilities with strong analytical, communication, and interpersonal skills. Fluency in English, Cantonese and Mandarin is highly preferred.

To apply for this job

Contact: Bryan quoting job ref: VSA-3310

Telephone: 852 - 9465 5833

Email: