company overview. This leading Regional Private Bank is looking for investment advisor with native Japanese to support the business due to great success in their business last year. Great exposure and great remuneration package provided. Relocation is welcome.
job scope. As the AD/D, Investment Advisor for a well-reputed Regional Private Bank, your key responsibility will be to:
Provide premium & tailor-made investment advise to Private Banking clients and construct investment strategies that align with client\xe2\x80\x99s target strategic assets allocation to meet investment objectives and risk profile.
Liaise with Private Bankers to formulate investment ideas & concepts, to create investment proposals and to conduct portfolio reviews.
Coordinate execution of investment strategy with appropriate products and services
Monitor clients & prospects portfolios for performance, appropriateness and opportunity
Contribute input and support for the development of new business initiatives and product enhancement by keeping abreast of products in the market as well as developing, monitoring, and following up on new trading ideas related to different asset classes
Achieve revenue income and increase business volume to meet annual target
Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
requirements.
Bachelor\xe2\x80\x99s degree in Finance, Business, Economics, Banking or other related discipline
At least 8 years in banking/ asset management/ wealth management industry in an investment advisory position
Experience in portfolio management, brokerage or institutional sales useful
Knowledge of private banking business onshore and offshore, and competitive and regulatory environment
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation written and oral skills
Sound judgement, keen sense of urgency, and high level of professional and personal integrity
Native Japanese is a must
If you\'re interested in this role, please click \'apply now\'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Private Banking, please contact Cathleen Chen at +852 3653 5247 or via cchen@captarpartners.com
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