Job Opening - Global Executive

Our Client is a Leading Investment Bank, they are looking for high-caliber persons to fill the position.

Provide Investment Advisory and Recommendations on Global / Local Market Investment Portfolio for Private Wealth Management covering major assets classes with specialty in alternative investment, investment funds, mutual funds, and structured products to high-net worth clients as well as Senior Management and Marketing Team of Wealth Management Section within the Bank
Search and source for appropriate investment market information according to clients’ needs and market conditions
Review customers’ asset portfolios with Relationship Managers
Design marketing sales kit and provide write-up on the features of investment solutions
Proactively communicate investment outlook and ideas to Private Wealth Management clients
Prepare market reviews and commentaries on a regular basis for Private Wealth Management Marketing Team

University degree holder
CFA, CFP or CPWP is a MUST
Stable job history in Investment Advisory with Private Wealth Management / Private Banking Investment Portfolio and Investment Advisory on Structured Products / Investment Products for Wealth Management with banking / finance sectors
Excellent communication skills with various business units
Able to exercise judgment, work under pressure and liaise effectively with the business and supporting units
Excellent command of spoken and written Chinese and English including Cantonese and Mandarin

Investment Advisory, Wealth Management (HK$70K - $80K) (Ref. No.: 27028)