Senior Investment Advisor

Job description

The role requires close collaboration with relationship managers to proactively provide clients with investment advice and asset allocation guidelines focused on investment performance. The Senior Investment Advisor is expected to deliver positive client performance in line with each client’s risk profile and to create value through proactive performance management.

Tasks

* Help strengthen team spirit and foster a collaborative work environment * Motivate and provide guidance and feedback to other team members to improve overall performance * Actively provide clients with top-notch investment and asset allocation optimization advice, generating positive investment performance in line with clients’ needs and risk profiles in collaboration with Relationship Managers * Conduct regular portfolio reviews with clients and address deficiencies or inefficiencies to positively represent and market the team to help attract growth in assets under management * Consult regularly with Front representatives to stay updated on clients’ needs and demands and take appropriate measures to meet them, where relevant * Work to fulfill the ambitions of the Client Coverage & Advisory Hong Kong - Greater China team * Regularly review the function’s practices to ensure efficiency and productivity are maintained at optimal levels * Regularly monitor clients’ portfolios to ensure asset allocation and concentration/diversification align with each client’s risk profile and investment goals * Meet all legal, regulatory, and compliance standards and requirements * Adhere to all relevant Local User Manuals * Regularly assess the function’s practices to mitigate risks arising from and related to the said function * Demonstrate appropriate values and behaviors, including but not limited to standards of honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

Requirements

* Highly motivated with a collaborative personality * Relevant educational and professional background with relevant work experience (Senior: min. 2 years); experience in private banking is a plus * Strong knowledge across all asset classes and investment products * Experience applying a global portfolio approach across all asset classes; CFA or equivalent is a plus * Strong commercial judgment, business acumen, and broad understanding of financial markets and products * Language Skills: Fluent in both English and Mandarin; Cantonese is a plus * HKMA/SFC licensed representative * Familiar with regulatory expectations and requirements * Cross-border rates and regulations

We offer

* Challenging and varied work in a dynamic team * The opportunity to contribute your skills and experience and further develop them * Competitive compensation and benefits * A positive and supportive work environment * The chance to be part of a successful and growing company