My client is a well-established, reputable private bank with strong presence across Asia. Due to continued growth in its wealth management business, they are hiring talent to join the Investment Consultant team to support investment advisory, portfolio execution, and high-touch client service.
Duties
Monitoring and analyzing market trends and investment themes. Support the preparation of investment proposals, including research inputs and supporting materials.
Coordinate and support order execution for FX, bonds, equities, ELNs, mutual funds, and alternative investments.
Work with internal execution/trading/operations teams to ensure orders are submitted, processed, and updated accurately.
Assist with verification of order/instruction details and monitor execution outcomes.
Support portfolio monitoring and updates needed for proposals and client reviews.
Provide comprehensive operational and analytical support to Investment Consultants (data, drafts, documentation).
Deliver professional service to key private banking clients and support customer relationship managers with meeting and follow-up materials.
Qualifications
University degree in Business Administration or related disciplines
Proficiency in both English, Cantonese and Mandarin
Pass in HKSI Examinations
Strong sales driven, result-oriented with good communication skills
