International Private Bank, UHNW Investor, China Market â Associate
International Private Bank, UHNW Investor, China Market â Associate
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Job Description
As an International Private Bank UHNW Investor - Associate in the China team (Hong Kong based) you are responsible for advising UHNW clients on building preserving and managing their wealth. You will use your knowledge of multi assets investments to partner up closely with bankers and advise clients on all aspects of investments. You will be part of a local team and supported by an institutional platform that has the resources specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
- Work independently to service clients investment needs
- Work closely with Senior Investors on meeting more complex clients investment needs
- Provide preparatory and post execution support to the Investor team assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients
- Work in close partnership with Senior Investors and Private Bankers to assist them with providing investment expertise to existing and prospective clients as well as in identifying new business opportunities
- Develop a thorough understanding of the Private Banking platform and take ownership of the process flows to ensure the success of the team
- Prepare presentation materials client proposals/reports and briefings for Senior Management
- Perform portfolio evaluation and analyses
- Conduct industry and product research
- Work together with other teams in meeting all compliance regulatory risk management operational and due diligence requirements and compliance with internal policies
- May require regular travel into coverage regions
Required Qualifications Skills and Capabilities
- Bachelor Degree with 5 years of relevant professional experience in a similar capacity
- Strong knowledge of the financial markets investment products and instruments
- Strong analytical and communicationskills
- Strong understanding of the needs and sensitivities of clients (private individuals and families)
- Able to workunder minimal supervision;adaptable towork infast-paced environment
- Detail-oriented and results-focused
- Fluency in Mandarin is required as this role will be covering clients from China
- Strong knowledge of local regulatory policies and guidelines
- Appropriate local regulatory qualification and licenses
Required Experience:
IC
Employment Type
Full-Time
