Senior Investment Advisor / Investment Advisor Hong Kong

Key Responsibilities

  • Developing and maintaining business relationship with high-net-worth individual clients.
  • Providing financial advice to high-net-worth clients and their families.
  • Presenting research services and advising clients on oversea investment opportunities.
  • Provide trading and execution services for clients, including but not limited to offshore equities, fixed income, mutual funds and alternative products.
  • Working in a highly dedicated and professional team environment.

Core Qualification

  • Degree holder with major in Business, Finance or related disciplines
  • More than 3 years related experience in private banks or securities companies, preferably having involved in PCS/PWM areas.
  • Working experience in Mainland China is preferred.
  • Excellent communication and interpersonal skills.
  • Integrating tact and diplomacy.
  • Good written and spoken English and Chinese, with excellent command of Putonghua