My client is a well-established European bank with a strong commitment to Asia. We are now looking for a strong investments advisor to join their expansion.
Main responsibilities:
- As Investment Advisor, you will help provide multi-asset investment and portfolio advisory to UHNW's in South East Asia. This will mean devising and implementing an enhanced advisory framework with customised propositions for the various segments.
- You will partner with Relationship Managers to introduce and develop new client business and to generate increased revenues accordingly
- Study the competition’s products and their offerings and work with the Products team to upgrade current offerings
- To monitor market returns and provide regular and timely feedback/ advisory to client.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities
Requirements:
- Have 5 years of experience in HNW private banking, wealth management, investments
- Extensive experience in the wealth management industry and direct experience in advisory platforms.
- A recognised University Degree or professional qualifications
- A demonstrated track record of performance
- Certificates in CACS Paper 1 and 2
- Strong grasp of Mandarin as the role will be advising to Chinese clients
This is a great chance to expand the bank’s wealth business. They require someone exceptional to deliver their own strength to expand the firm.
If you are interested in this role please apply below or contact me for more information.
EA Licence: 16S8091 | EA Registration Number: R1438084
