Connexe Search

Manager, Investment Advisory, Private Banking

Connexe Search  •  Hong Kong, HK (Onsite)  •  3 hours ago
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Job Description

Our client is a well-regarded Private Bank. They are currently looking for an experienced Investment Consultant to join their expanding team.

Responsibilities:

  • Report to Chief Investment Officer
  • Work closely with RM teams to promote the sales of investment products and achieve sales targets
  • Analyze and update clients about market trends and significant market movements
  • Advise clients on investment portfolio and achieve individual client's asset growth and profitability
  • Ensure timely and accurate execution of clients' orders

Requirements:

  • University degree
  • 5+ years of experience in investment advisory/ portfolio management
  • Sound sales and investment product knowledge
  • Capability of addressing multi-asset class product requirements
  • Proficient in spoken and written English & Chinese (Cantonese & Mandarin)

All information collected will be kept in strict confidence and will only be used for recruitment purpose. Only shortlisted candidates will be notified.

Connexe Search

About Connexe Search

Connexe Search is a Financial Executive Search firm that specializes in placing finance professionals within the investment banking and finance industry both in Hong Kong and across the Asia-Pacific region. Our professional team provide highly focused approach and offer innovative and creative recruitment solutions. We work closely with clients to craft and execute carefully tailored searches which enable them to develop and achieve their objectives.

EA License No. 80182

Industry
Finance & Insurance
Company Size
1-10 employees
Headquarters
Admiralty, HK
Year Founded
2013
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