Job Description
Responsibilities:

 Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
 Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS、Credit Suisse 、Julius baer or BOS;
 Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
 Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
 Perform investment portfolio analysis and provide re-allocation recommendation;
 Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
 Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business;
 Comply with full compliance with internal guidelines and external regulatory bodies.

Requirements：

•  Preferably a Degree holder or equivalent;
•  Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking;
•  Familiar with KYC and account documentation with knowledge of wealth management products;
•  Holder of SFC license for Types 1, 4 regulated activity is a must ,better with Type 9 ;
•  Good knowledge in insurance products, bonds, funds and other wealth management products;
•  Sales-oriented with good relationship building and customer service skills;
•  Mature, independent and business oriented, with the ability to work effectively under pressure;
•  Good command of written and spoken English and Chinese (including Mandarin);
•  A candidate with  experiences  in UBS、 Credit Suisse 、Julius baer 、BOS  and CMB is highly preferred, with relevant experience in the Private Banking field is a must.
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Job Highlights

• investment advisory
• private banking
• private wealth management

Job Description
Responsibilities:

• Work closely with Investment Representatives in developing and growing client relationships in investment aspects；
• Develop investment advisory platform, enlarge the investment activities in portfolio basis；
• Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions to ultra-high net worth clients；
• Customize and prepare deliverables and presentations on actionable investment ideas in unit trusts/mutual funds, bonds，ETFs and structure products；
• Provide broad support to business；
• Development team on the sales process, i.e. opportunity qualification, understanding of B2B partners’ capital market expectations, presentation of investment ideas and sales closure;
• Enrich front line staff’s product and investment knowledge and resolve all issues on the investment advisory process.

Requirements:

• Strong communication and presentation skills;
• Display passions on investing and keen to bring projects to fruition;
• Good command in written and spoken English and Chinese (including Mandarin);
• Around 3 years’ experience in investment advisory within private wealth management, specialization on ultra- high net worth clients will be a plus;
• Bachelor's degree in Finance, Economics or Business related disciplines;
• Familiar with asset allocation techniques and portfolio management strategies;
• Deep understanding in private banking rules and regulations;
• CFA, Certified Financial Planner or other relevant qualifications is an advantage;
• Holder of SFC license for Types 1, 4 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 or equivalent required;
• A candidate with  experiences  in UBS、 Credit Suisse、Julius baer or BOS  is highly preferred, with relevant experience in the Private Banking field is a must.

Responsibilities:
• Determine the strategic investment direction and management of the investment function;
• Manage portfolios to achieve absolute return, with the goal of effectively outperforming peer index in different markets;
• Develop and implement risk and control policies;
• Maintain and update investment policies and procedures;

• Comply with all applicable compliance requirements, laws, rules and regulations and standard of good market practices.

Requirements:
• Bachelor degree or above in Finance, Accounting or related disciplines with min 8 years’ working experience in financial institutions.
• Proven track record in managing investment portfolio;
• Excellent ability of systematic thinking and judgement, and with the ability of risk awareness and risk control;
• Responsible, enthusiastic, well-organized with good communication skills.