Investment Consultant - Private Bank

Responsible for providing investment advice and recommendations, developing new investment products for the Bank, and providing investment recommendations.

Job Responsibilities:

• Handle investment product management
• Manage the design and introduction of new investment products
• Provide training to managers and executives in investment advisory products and wealth management concepts
• Deal with high net worth clients on an occasional basis with respect to complex trading needs
• Receive and execute clients' orders from Relationship Managers and other sales or sales support staff
• Keep clients' orders in the order book
• Develop the fund selection process and monitor the system for top tier funds on a continuous basis
• Conduct products due diligence and monitor suggested products
• Conduct investment portfolio review for clients

Requirements:

• Degree holder and preferably with CFA qualifications
• At least 3 years of relevant experience on handling banking products and services
• Professional licensing qualifications per local regulatory bodies requirement
• Excellent knowledge on trade execution
• Strong background in one of the asset classes
• With knowledge on wealth management and able to recommend various portfolios and products to meet clients' needs
• Good command of written and spoken English and Chinese