Investment Advisor recruitment
With a focus on delivering multi-asset ideas to HK based ultra high net-worth individuals you will be responsible for leading discussions with clients and maximising portfolio performance. This will include the accurate assessment of both Client's investment objectives and risk profiles. As such you will be well versed in developments affecting the financial markets and will be able to anticipate trends across markets and asset classes.
We are looking for candidates to come from a strong product background coupled with the communication and presentation skills to advise clients at a senior level.
We are looking for candidates to have:
• At least 10 years experience in the financial services industry with specific exposure to the ultra high net worth client base
• A broad and deep understanding of financial markets and instruments
• Experience managing and advising on multi-asset class portfolios
• Ability to deliver clear, meaningful and well structured information in a concise and convincing manner
• Superb communication and presentation skills and considerable client facing experience
• CFA, MBA or other financial qualification would be highly desirable
• You must be fluent in both English and Cantonese
This is an exciting time to join a key area of the Bank and offers excellent career growth potential. If you feel the opportunity is right for you please send your CV to Katharine.devaal@connectedgroup.com