Senior Investment Advisor, EAM Wealth Solutions

Leadingnation

Hong Kong

Hybride

HKD 900 000 - 1 500 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Competitive salary and benefits
Flexible working options
Wellbeing resources (Unmind)

Résumé du poste

Standard Chartered Bank in Hong Kong seeks an Investment Advisor to work with Financial Intermediaries and Relationship Managers, providing investment advice to EAM clients while upholding risk control and regulatory compliance. The role aims to grow assets, revenue and client experience.

You will deliver multi-asset solutions, perform timely market analysis, and ensure accurate execution of client orders, with a focus on sound wealth management within a dynamic, global bank.

Qualifications

  • Minimum 12 years of experience in Banking or Finance.
  • Fluent in English, Cantonese, and Mandarin.
  • Strong communication and presentation skills.
  • Solid wealth management knowledge and client focus.

Responsabilités

  • Provide investment advice to EAM clients and coordinate with RMs.
  • Develop account plans to grow assets and profitability.
  • Deliver timely market and product analysis.
  • Ensure timely execution of client orders and regulatory compliance.
  • Address EAM-specific issues and tailor multi-asset solutions.
  • Collaborate across the SCB group to benefit clients.

Connaissances

Financial markets
Communication skills
Business English
Private banking experience

Formation

University degree
HKMA/SFC certification
CFA/FRM/CPA preferred

Outils

Microsoft Office
Financial software platforms

Description du poste

Standard Chartered Bank in Hong Kong seeks an Investment Advisor to work with Financial Intermediaries and Relationship Managers, providing investment advice to EAM clients while upholding risk control and regulatory compliance. The role aims to grow assets, revenue and client experience.

You will deliver multi-asset solutions, perform timely market analysis, and ensure accurate execution of client orders, with a focus on sound wealth management within a dynamic, global bank.

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