Private Banking Bond Investment Counselor

  • -
  • Hong Kong
  • CDI, Plein-temps
  • Global Associates
  • 15 sept. 17

Partnership with private banking relationship managers to promote suitable investment products and services to the high net worth clients.

Objective: “Investment partnership” with relationship managers to deliver to the high net worth clients a unique investment experience and service. Deliver optimized investment performance to clients. Profitably grow assets under management

 

Responsibilities

 

  • Keeping up to date with the financial markets, the Bank’s views, research and product offering across the whole firm (PWM, PAM and PAA) (knowledge)
  • Communicating the investment platform strategy and solutions to CRMs, clients and prospects (communication)
  • Working closely with the investment Platform in Geneva and Asia and leveraging on the Bank’s product platform (content)
  • Providing pro-active advice and views on Asian bonds for sophisticated and active trading clients (expertise)
  • In conjunction with RMs, identify and develop new business opportunities from the existing client base as well as helping convert prospects into clients (development)
  • Meeting clients and prospects together with CRMs (client facing)
  • Helping determine clients’ needs and prepare tailor made investment proposals (investment solution)
  • Implementing, monitoring and rebalancing client portfolios (management)
  • Executing trade orders and confirming execution to clients, either directly or through marketing assistants (execution)
  • Conduct risk suitability check and selling process for investment ideas initiated by investment specialist (compliance)

Requirements

 

  • 15+ years of experience as investment specialist across all asset classes with focus on portfolio construction
  • Solid background and expertise in investing and advising on Asian bonds
  • Strong client-focused attitude
  • Mature, credible and comfortable in dealing with key clients and senior RMs
  • Excellent interpersonal and communication skills
  • Strong sense of teamwork
  • Rigorous, organized, analytical, with an eye for detail
  • Fluent in English, and Mandarin

 

If you are interested, please send cv in word version to the attention of gloria.tam@globalassociates.com cc cv@globalassociates.com