Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance
Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis
Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients' bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning
Conduct regular performance reviews with clients, provide relevant strategic investment recommendations, assess and mitigate investment risks
Plan market outlook and asset allocation strategies proactively and regularly, provide Model Portfolio planning strategies for different risk attribute customer groups
Equip with knowledge and experience in varieties of investment products, especially alternative investments, to be able to make allocations in portfolio suitable for clients
Facilitate the transaction process of investment products recommended to clients
Ensure compliance of local regulatory requirements and internal control and policies of the Bank
Handle ad hoc projects as assigned
Ideal candidates should possess:
Bachelor's degree or above in Business/Finance or related discipline
At least 5 - 7 years' relevant work experience in investment consultant in private bank
Strong analytical skills and familiar with various and major investment products in the market and be able to apply it in asset allocation. Experience in alternative investments and discretionary investment portfolio is preferred
Relevant Individual with Type 1 and Type 4 licenses
Excellent communication, interpersonal and presentation skills
Good team player, self-motivated with strong customer service mindset
Proficient in written and spoken English and Chinese (Mandarin & Cantonese)
We offer attractive remuneration package and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary to HK_Recruit_hr@hk.cathaybk.com, quoting job title.
Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.
Do not trust SMS from unknown sources
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The Bank will not ask customers to log in Internet Banking and to enter account or personal information, including user name and password.
If you receive a text message purported to be from the Bank or from an unknown source, you should not respond to them or click on any links. If you have entered your Internet Banking user name and password on a phishing website, you are strongly advised to change your password as soon as possible.
Any questions, please call our Customer Service Hotline at (852) 2877 5488.
