Description
We are seeking an Associate to join our International Private Bank as an Investor for the China Market, based in Hong Kong.
The Investor team manages portfolios for Private Banking clients across various products, including equities, fixed income, foreign exchange, derivatives, structured products, alternative investments, and private equity.
As an Associate, you will use your knowledge of multi-asset investments to partner with bankers and advise clients on investment aspects. You will be part of a local team supported by an institutional platform with resources, specialists, and intellectual capital to help clients achieve their goals.
Job Responsibilities
- Work independently to service clients' investment needs
- Collaborate with Senior Investors to meet complex clients' investment needs
- Provide support to the Investor team, assist Senior Investors with investment advisory services, and make recommendations across multiple asset classes to Private Banking clients
- Work closely with Senior Investors and Private Bankers to provide investment expertise to existing and prospective clients, and identify new business opportunities
- Develop a thorough understanding of the Private Banking platform and take ownership of process flows to ensure team success
- Prepare presentation materials, client proposals/reports, and briefings for Senior Management
- Perform portfolio evaluations and analyses
- Conduct industry and product research
- Ensure compliance with internal policies, regulations, and risk management requirements
Required Qualifications, Skills, and Capabilities
- Bachelor's degree with 5+ years of relevant professional experience in a similar capacity
- Strong knowledge of financial markets, investment products, and instruments
- Strong analytical and communication skills
- Understanding of the needs and sensitivities of private clients and families
- Ability to work under minimal supervision and adapt to a fast-paced environment
- Detail-oriented and results-focused
- Fluency in Chinese Mandarin is essential; business communication in English is required
- Strong knowledge of local regulatory policies and guidelines
- Appropriate local regulatory qualification and licenses