Executive Director, Investment Advisor

Michael Page; Hong Kong; On-site; HKD 1,500,000 - 2,100,000; Full time

Job summary

Michael Page is seeking an experienced Investment Advisor for a leading private bank in Hong Kong. You will provide customized investment advice and portfolio recommendations aligned with clients’ objectives and risk tolerance.

You will partner with Relationship Managers to deliver comprehensive wealth solutions, conduct portfolio reviews, and identify opportunities across equities, fixed income, funds, and alternatives. Fluency in English and Chinese is preferred.

Qualifications

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

Responsibilities

• Provide customized investment advice and portfolio recommendations to high-net-worth clients.
• Partner with Relationship Managers to deliver wealth management solutions and deepen client relationships.
• Conduct portfolio reviews and identify opportunities across asset classes.
• Monitor market trends and translate insights into actionable investment recommendations.
• Participate in client meetings, seminars and portfolio discussions to support asset gathering.
• 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 advisory activities comply with regulatory requirements and suitability standards.

Skills

Investment advisory

Relationship management

Portfolio construction

Asset allocation

Market knowledge

Presentation skills

Stakeholder engagement

English and Chinese fluency

Education

Bachelor's degree in Finance

Job description

• 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.