Director, Investment Advisory, Private Banking Director, Investment Advisory, Private Banking …

Morgan McKinley
in Hong Kong
Permanent, Full time
Last application, 13 Jan 21
Negotiable
Morgan McKinley
in Hong Kong
Permanent, Full time
Last application, 13 Jan 21
Negotiable
As a global professional recruitment consultancy, Morgan McKinley connects specialist talent with leading employers across multiple industries and disciplines. In Hong Kong, we recruit within the following sectors: Accounting & Finance, Banking and Financial Services, Human Resources, IT, Risk, Compliance, Legal & Audit, Office Support and Sales & Marketing.

Responsibilities:

  • Closely work and liaise with PB relationship managers in driving business
  • Maintain good relationship and deliver investment ideas to high-net-wealth clients
  • Work with legal and compliance department and understand client risk appetite, investment preference and return expectations as well as growth of assets and profitability
  • Analyse of market and product information and review client investment portfolios for annual Portfolio Insight
  • Timely and accurate execution of client orders

Requirements:

  • With 7+ years of experience
  • Good communication in English, Cantonese and Mandarin
  • Excellent presentation and negotiating skills
  • Ability and acumen in building strong relationship with working partners
  • Knowledge in Risk, Regulatory and Legal & Compliance areas
  • License of Type 1 and Type 4 under HKMA/SFC is preferable

Interested parties please click "Apply" or contact Jacey at 3907 3944 for more details.

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