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INVESTMENT ADVISOR / PRIVATE BANK RELATIONSHIP MANAGER / SALES SUPPORT | Recruitment Intelligence Consultants Limited

INVESTMENT ADVISOR / PRIVATE BANK RELATIONSHIP MANAGER / SALES SUPPORT | Recruitment Intelligence Consultants Limited

  • Wealth Management 
  • Excellent exposure

Our client is an award winning Multi Family Office for the sophisticated and entrepreneurial investor. With a determination to boost their client base across the Asia Pacific Region, they now invite an outstanding candidate to join them.

In order to expand the team in Hong Kong, they are looking for candidates who are looking to move into private banking as Investment Advisor, Private Banking Relationship Manager and Marketing Assistant

As Investment Advisor, you will source product solutions available in the market to fulfil client needs and provide product advisory to Relationship Managers. You should have strong product knowledge with solid communication skills.

As Private Bank Relationship Manager, you will build up your portfolio with the guidance and support from senior management, provide investment advice and monitor clients’ portfolio. To maximise the portfolio performance consistent with the client’s objectives. Following developments in the financial markets.  You should have a client network with excellent selling and client facing skills.

As Private Bank Sales Support, you will provide sales support to front office while servicing clients. Ensure administrative arrangements and client-related processes are completed.

To be considered, you should be university graduate with around 3 to 7 years of relevant experience in wealth management. Good knowledge of investment products. Sound communications skills in English and Chinese.  

Interested applicants should send a detailed resume to Kelly Kam by email to [email protected] or by fax to (852) 2838 3323 quoting reference eFC2988.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)

Internal Number: 5026470

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