Global Private Banking Investment Advisory Analyst

Michael Page (Hong Kong); Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Michael Page International (Hong Kong) Limited is seeking a seasoned professional to support private banking and wealth management product delivery. The role spans execution support, product monitoring, and cross-functional collaboration with investment counsellors and product teams.

The candidate should have 5+ years in private banking or wealth management, with licenses at SFC Type 1 and 4, and strong market knowledge in multiple asset classes. Proficiency in Excel and PowerPoint is essential.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related discipline.
• Minimum 5 years in Private Banking/Wealth Management with product/advisory support, execution support, or product management functions.
• Hands-on experience across asset classes: structured products, FX, fixed income, funds, derivatives.
• SFC Type 1 and Type 4 licenses.
• Strong understanding of markets, product lifecycles, and independent work with regional teams.

Responsibilities

• Support and facilitate transactions across Private Banking and Wealth Management products including structured products, FX, fixed income, funds, and derivatives.
• Collaborate with Investment Counsellors, Relationship Managers, Product teams and stakeholders to support product delivery and monitoring.
• Monitor transaction orders and execution status, provide recommendations as needed.
• Coordinate with internal and external stakeholders for trade execution and processing across asset classes.
• Conduct market analysis to support investment discussions and product initiatives.
• Support performance monitoring, market developments, and product trends.
• Assist with product launches, lifecycle management, and platform initiatives.
• Ensure compliance with internal policies and regulatory requirements.
• Participate in business projects and ad hoc assignments.

Skills

Private Banking

Wealth Management

Product Support

Execution Support

Stakeholder Collaboration

Education

Bachelor's degree in Finance/Business

Tools

MS Office

Job description

Michael Page International (Hong Kong) Limited is seeking a seasoned professional to support private banking and wealth management product delivery. The role spans execution support, product monitoring, and cross-functional collaboration with investment counsellors and product teams.

The candidate should have 5+ years in private banking or wealth management, with licenses at SFC Type 1 and 4, and strong market knowledge in multiple asset classes. Proficiency in Excel and PowerPoint is essential.