VP, Wealth Management Portfolio Advisor
Our Client is a Leading International Banking Group with a prestigious Wealth Management business within the Mass Affluent customer segment in Hong Kong. As part of continuous growth, an outstanding Portfolio Advisory role has arisen for an experienced Portfolio Advisor to join the bank, based in Hong Kong.
Reporting to the Head of the Hong Kong Team and partnering with the Wealth Management Relationship Managers, you are responsible for providing sound investment advice and portfolio solutions based on thorough understanding of the mass affluent clients' financial objectives and risk appetite. With solid knowledge of investment asset classes as well as the macro-financial environment, you will play a crucial role in achieving optimal portfolio allocation for clients and contributing to the continuous growth of the bank's AUM. In addition, you will be part of a team to create an impeccable client experience.
To qualify, individuals must possess:
A university degree in Finance, Business or relevant disciplines
Minimum 10 years relevant experience in Wealth Management Portfolio Management, Investment Advisory
Experience gained from Wealth Management and/or Private Banking is a must
Solid analytical skills with broad knowledge of investment products
Excellent communication and presentation skills with fluency in English, Cantonese and/or Mandarin
Contact Chloe Yang on (852) 3101 4311 or email@example.com quoting reference number AH 45715 www.ambition.com.hk
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