As part of PageGroup, Michael Page is a leading professional recruitment consultancy specialising in the recruitment of permanent, contract and temporary positions on behalf of the world's top employers. PageGroup operates through 155 offices in 35 countries worldwide. First established in London...
As part of PageGroup, Michael Page is a leading professional recruitment consultancy specialising in the recruitment of permanent, contract and temporary positions on behalf of the world's top employers. PageGroup operates through 155 offices in 35 countries worldwide. First established in London in 1976, we've been bringing jobseekers and employers together for more than 30 years. London listed, we opened our first Asian office in Hong Kong in 1994 and currently we have offices in all major business hubs across the APAC region, including Australia, Singapore, Tokyo, Malaysia, India, Taiwan, Shanghai, Beijing, Shenzhen, Guangzhou, Pudong and Suzhou.

So if you're looking to take your career to the next level, visit www.michaelpage.com.hk

Private Banking - Investment Counselor, Director

Job level Middle
Work exp No work experience
Education Bachelor Degree
Location
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Account / Relationship Management
Banking / Finance > Derivatives / Equities
Published On 23/09/2022
ref. JN -092022-5760681_32988

- Cover multi assets including equities, fixed income, mutual funds, etc.

Client Details

Established private bank hiring a senior IC covering multi assets

Description

  • Work with RM and managing investment relationships with ultra-high net worth clients and offer multi assets investment advice covering equities, fixed income, FX, funds, private credits, etc.
  • An individual in this role will be expected to:
  • Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
  • Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients
  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  • Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  • Work across currencies, asset classes, markets and jurisdictions
  • Engage and advise clients on brokerage activity and execute trades seamlessly.
  • Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
  • Partner with Bankers to prospect for new investment business

Profile

- Strong view on US stock, A shares and HK shares, fixed income, mutual funds

- Self motivated, driven and good communication skills

- Prior Client facing experience

- Solid experience in private banking / Private Wealth / buy side covering multi assets

Job Offer

Good package and culture

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Hayley Law on +852 3412 4814.