Diretor Investment Advisor – Hong Kong – Wealth Management recruitment
The successful applicant will be a pivotal member of the team in Hong Kong and work closely with the relationship managers and product teams
You will be;
• Dedicated to team of RM’s to provide pro-active investment advice on multi-asset-class solutions to Ultra-High-Net-Worth clients
• Lead discussions with Clients, with focus on effectively delivering multi-asset ideas, and maximizing the client's portfolio performance consistent with the client's objectives and risk profile
• Pro-actively follow developments in the financial markets to understand and anticipate trends across relevant markets and asset classes
Ideally you will have;
• At least 10+ years of Financial Services industry experience industry with experience in dealing with UHNW client base
• Investment Consulting background preferred
• Broad and deep understanding of financial markets + instruments
• Experience managing + advising on multi-asset-class portfolios throughout a cycle (preferably through several cycles) preferred
• Client-focused, results-oriented team player with highest standards of ethical and professional behavior
• Higher education credentials in finance /or economics (CFA, MBA, or similar) required
• Fluency in English and Mandarin would be required.
For more information on this opportunity please contact me, Kate Harper on Kate.Harper@ConnectedGroup.com 852 3972 5873