Senior Investment Advisor

Requirements:

1. Extensive experience

A seasoned professional with more than 10 years of experience in the dynamic financial industry, primarily honed within international private banks.

2. Investment expertise

Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge to deliver sound and insightful advice.

Extensive experience in advising clients on navigating the complexities of global capital market securities

3. Quantitative finance skills

Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.

4. Communication and language skills

Fluent in Cantonese, Mandarin, and English (both written and spoken), enabling seamless communication with diverse clientele and colleagues.

5. Personal qualities

Energetic, hard-working, and self-motivated individual with a collaborative spirit and a dedication to teamwork.

Growth mind-set

6. Qualifications:

University degree, coupled with CFA charter designation

Proficient in industry-standard tools, including Microsoft Office and Bloomberg.