Executive Director, Investment Advisor

• Advise sophisticated HNW and UHNW clients across multi-asset portfolios
• Join a leading wealth platform with strong investment capabilities

About Our Client Leading Private Bank

Job Description Key Responsibilities

• Provide customized investment advice and portfolio recommendations to high-net-worth clients in line with their financial objectives, risk appetite, and investment horizon.
• Partner closely with Relationship Managers to deliver comprehensive wealth management solutions and deepen client relationships.
• Conduct portfolio reviews and identify investment opportunities across asset classes including equities, fixed income, funds, structured products, and alternative investments.
• Monitor market trends, macroeconomic developments, and investment themes, translating insights into actionable investment recommendations.
• Participate in client meetings, investment seminars, and portfolio discussions to support asset gathering and client retention initiatives.
• Prepare investment proposals, market updates, and portfolio reviews for clients and internal stakeholders.
• Collaborate with Product, Investment Strategy, and Advisory teams to ensure clients receive timely and relevant investment guidance.
• Ensure all advisory activities comply with regulatory requirements, internal policies, and suitability standards.

The Successful Applicant Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• 8+ years of experience in investment advisory, investment counselling, portfolio advisory, private banking, or wealth management.
• Strong understanding of multi-asset investing, including equities, fixed income, mutual funds, structured products, and alternative investments.
• Proven experience advising HNW/UHNW clients on portfolio construction and asset allocation.
• Strong market knowledge and ability to communicate investment views effectively to clients.
• Excellent presentation, relationship management, and stakeholder engagement skills.
• Fluency in English and Chinese (Cantonese and Mandarin preferred).
• CFA, CFP, CAIA, or other relevant professional qualifications are advantageous.

What's On Offer If you have the skills and experience to succeed as an Investment Advisor in the financial services industry, we encourage you to apply.

Quote job ref: JN-082026-7092174