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Advertisement Detail: Advisory & Investment Specialist

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Date Posted: 25 March 2019 / Location: Hong Kong

About the job

Private Banking
Discretionary Portfolio Management
Fund/ Portfolio Management
Investment Advisory
Hong Kong
25 March 2019
25 March 2019
You will drive the product development for both advisory and discretionary mandates. You will lead product management and the life cycle management of mandate solutions, including sales and distribution in North Asia.

Acting as the product specialist for the front office and providing expert knowledge and client servicing for the solutions, you will actively drive front office training and ongoing product updates. You will run marketing campaigns and drive awareness on mandate solutions.
• Degree in Finance or Business
• Minimum 10 years of investment experience with at least 5 years in private banking in a product specialist or product manager function
• Experience in developing technology-enabled digital advisory platforms to private banking clients
• Strong foundation in asset allocation and across instrument types
• Track record in marketing, distribution and product management at banks or asset management companies
• Exposure to Greater China private banking clients and in working directly with them
• Proven ability to contribute as an independent producer is critical
• Fluency in English, Mandarin and Cantonese


Submit your application to recruitment@wmrc.com.hk quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC's personal information and privacy policy.

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Only registered candidates can reply to Ads.Register.