Executive Director, Investment Advisor

Michael Page International (HK) Ltd; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Michael Page International (HK) Ltd is seeking an experienced investment professional to provide holistic portfolio advisory and investment solutions to private banking clients across the region.

The role requires deep multi-asset investing expertise, strong client relationship skills, and fluency in English and Chinese. You will collaborate with Investment Strategy and Advisory teams to deliver tailored guidance while ensuring regulatory compliance and suitability standards are met.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related discipline.
• 8+ years in investment advisory, investment counselling, portfolio advisory, private banking, or wealth management.
• Strong understanding of multi-asset investing including equities, fixed income, funds, structured products, and alternatives.
• Proven experience advising HNW/UHNW clients on portfolio construction and asset allocation.
• Fluency in English and Chinese (Cantonese and Mandarin preferred).
• CFA, CFP, CAIA, or other relevant professional qualifications are advantageous.

Responsibilities

• Provide customized investment advice to high-net-worth clients aligned with objectives, risk, and horizon.
• Partner with Relationship Managers to deliver wealth management solutions and deepen client relationships.
• Conduct portfolio reviews and identify opportunities across asset classes including equities, fixed income, funds, and alternatives.
• Monitor market trends and translate insights into actionable recommendations.
• Participate in client meetings and investment seminars to support asset gathering and retention.
• Prepare investment proposals, market updates, and portfolio reviews for clients and internal stakeholders.
• Collaborate with Product, Investment Strategy, and Advisory teams to ensure timely guidance.
• Ensure all advisory activities comply with regulatory requirements and suitability standards.

Skills

Portfolio advisory

Relationship management

Multi-asset investing

Client communication

Market analysis

Education

Bachelor's degree in Finance, Economics, Business Administration

Job description

Our client is a leading Private Bank serving high-net-worth and ultra-high-net-worth clients across the region. They are seeking an experienced investment professional to provide holistic portfolio advisory and investment solutions to private banking clients.

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.

Profile

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.