Provide professional investment advisory services to high-net-worth individuals (HNWIs) and institutional clients based on their financial goals, risk appetite, and market outlook.
Construct and manage client portfolios using a wide range of products including mutual funds, bonds, structured products, equities, and insurance.
Conduct regular portfolio reviews and performance updates with clients.
Collaborate with internal product teams and research analysts to stay updated on market trends and product offerings.
Ensurepliance with internal policies and regulatory requirements (, SFC guidelines).
Support Relationship Managers in client meetings and contribute to business development efforts.
Position Requirements
Bachelor's degree or above in Finance, Economics, Business, or related disciplines.
Minimum 5 years of relevant experience within Private banking, Wealth management or Investment advisory is essential.
Strong knowledge of financial markets and investment products (mutual funds, bonds, structured products, etc.).
Experience working with HNWIs or PRC clients is a plus.
Excellentmunication and interpersonal skills, with fluency in English, Cantonese, and Mandarin.
Client-centric mindset with a strong sense of ethics and professionalism.