Deputy Manager, Investment Consultant, Private Banking Deputy Manager, Investment Consultant, Private Banking Get AI-powered advice on this job and more exclusive features. Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients’ bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients Facilitate the transaction process of investment products recommended to clients Ensure compliance of local regulatory requirements and internal control and policies of the Bank Handle ad hoc projects as assigned Job Requirements Bachelor’s degree or above in Business/Finance or related discipline At least 5 - 7 years’ relevant work experience in investment consultant in private bank Strong analytical skills and familiar with various and major investment products in the market and be able to apply it in asset allocation. Experience in alternative investments and discretionary investment portfolio is preferred Relevant Individual with Type 1 and Type 4 licenses Excellent communication, interpersonal and presentation skills Good team player, self-motivated with strong customer service mindset Proficient in written and spoken English and Chinese (Mandarin & Cantonese)Holder of CPWP, CFA or CFP would be an advantage Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Consulting Referrals increase your chances of interviewing at Cathay United Bank by 2x Get notified about new Investment Manager jobs in Hong Kong, Hong Kong SAR. Investment Counsellor - Private Banking Department Alternative Investment Specialist - Alts. Investment Firm Central & Western District, Hong Kong SARHK$1,200,000.00-HK$1,800,000.003 days ago Central & Western District, Hong Kong SAR 1 week ago Fixed Income Investment Director – Asset Management Investment Analyst (Crypto & Blockchain Only)Finance and Operations Director, Family Office Investment firm - Senior AI Business Analyst - HK$65 K-85 K per month Assistant Manager – Investment Operations Syndicated Finance & Corporate Advisory Manager (HK)Senior Finance Manager - Financial Planning & Analysis (BANKING)Private Bank Relationship Manager- Wealth Management (Hong Kong)Operations Support, Principal Investment Management Senior Quant Researcher / Portfolio Manager - China ETF Arbitrage Strategies Business Analyst Finance Transformation (Top-tier Investment Bank)Int'l Licensed Reserve Fund Invest Manager Senior Investment Manager - Hang Seng Insurance Company (HK)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr