Manager, Investment Advisory, Private Banking
Manager, Investment Advisory, Private Banking
Posted on :
21-08-2025
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1 Vacancy
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Job Description
Our client is a well-regarded Private Bank. They are currently looking for an experienced Investment Consultant to join their expanding team.
Responsibilities:
- Report to Chief Investment Officer
- Work closely with RM teams to promote the sales of investment products and achieve sales targets
- Analyze and update clients about market trends and significant market movements
- Advise clients on investment portfolio and achieve individual clients asset growth and profitability
- Ensure timely and accurate execution of clients orders
Requirements:
- University degree
- 5 years of experience in investment advisory/ portfolio management
- Sound sales and investment product knowledge
- Capability of addressing multi-asset class product requirements
- Proficient in spoken and written English & Chinese (Cantonese & Mandarin)
All information collected will be kept in strict confidence and will only be used for recruitment purpose.Only shortlisted candidates will be notified.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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