Investment Counselor/ Advisor, Private Bank Investment Counselor/ Advisor, Private Bank …

Unicorn Advisor (HK) Limited
in Hong Kong
Permanent, Full time
Last application, 19 Sep 21
Highly competitive
Unicorn Advisor (HK) Limited
in Hong Kong
Permanent, Full time
Last application, 19 Sep 21
Highly competitive
Posted by:
Jacky Wang • Recruiter
Posted by:
Jacky Wang
Recruiter
A leading global private bank is looking to further invest in it IC/ IA team by hiring experienced IC/ IA candidates covering Greater China clients. The ideal candidate needs to have 5-12 years of relevant experience from another reputable private bank, or asset management company/ hedge fund, or equity research/ sales with the mindset to serve UHNW clients. Proficiency in Chinese (Mandarin and/ or Cantonese) is required.
- 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 to the bank. - 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
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