Job Overview

Private Banking Product and Advisory Analyst (Senior Associate/Associate Director)

Location: Hong Kong Salary: $Competitive
Type: Permanent Contact: Abigail Lee
Posted: 2 months ago

My client is a leading Private Bank which is renowned for their strong stable brand and cohesive company culture. As they look to introduce a new product and platform offering in their Private Bank, they are looking to hire an excellent Advisory Analyst (Associate/Associate Director) to join their Products and Advisory team.


As the successful candidate, you will be responsible for:

  • Supporting the business in developing and implementing a new Private Bank product and platform
  • Liaising with internal stakeholders (products specialists, technology, compliance etc) in designing the business model for this product
  • Conducting competitor analysis to be kept updated of trends in the market
  • Training Front Office Relationship Managers and Investment Counsellors on the product
  • Gathering feedback from users to continuously enhance product


  • Tertiary education with a strong academic track record
  • Strong number of years of experience in an Advisory oriented role in Private Banking ie: Investment Counsellors or Portfolio Managers
  • Strong Private Banking product knowledge
  • Excellent verbal and written communication skills – candidates who are able to speak in English, Mandarin and Cantonese will be preferred
  • Problem solving mindset, ability to take initiative to handle and resolve issues. Possess solid analytical skills.
  • Excellent knowledge of Microsoft Office Application ie: Excel, and solid hands-on skills in technology systems

If you are interested in this role please apply below or contact me for more information. 

Job posted by Abigail Lee - Registration Number: R1546922