Description
We are seeking an Investment Advisor to serve as the primary client contact and trusted investment advisor. You will engage in direct investment advisory, assess suitability, identify product-specific opportunities, provide portfolio advice, and execute after-sales activities in collaboration with Client Advisors.
Key responsibilities include:
- Building and maintaining strong relationships with high-net-worth clients by delivering tailored investment solutions and ensuring an exceptional client experience
- Overseeing risk management practices within advisory services to ensure compliance with regulatory standards and internal policies
- Participating in client events, collaborating closely with SCA to deliver effective product and investment solutions to clients
Requirements:
- Bachelor's Degree in Finance, Business, Economics, or Banking
- A minimum of 5-6 years of experience in investment advisory, including at least 2 years in Private Banking
- In-depth knowledge of investment products, foreign exchange, risk management, and other areas related to investment advisory
- Exceptional client relationship management skills, with experience advising high-net-worth clients
- Highly disciplined and self-motivated, with strong teamwork abilities
- Registration as a Relevant Individual under HKMA and SFC guidelines is required
- Chartered Financial Analyst certification is an advantage
- Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth Management Association (PWMA) is preferred