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Michael Page Hong Kong

Investment Advisory Specialist/ Analyst - Leading Private Bank

Michael Page Hong Kong
Posted 4 days ago Permanent Competitive

Investment Advisory Specialist/ Analyst - Leading Private Bank

Michael Page Hong Kong
  • Opportunity to join a leading international private banking platform.
  • Broad exposure across investment products and asset classes.
About Our Client

Well-established international private bank with a strong presence across Asia.

Job Description

Responsibilities
  • Provide support and facilitate transactions across a wide range of Private Banking and Wealth Management products, including structured products, foreign exchange solutions, fixed income, funds, and derivatives.
  • Partner closely with Investment Counsellors, Relationship Managers, Product teams, and other stakeholders to support product delivery, sales initiatives, and ongoing product monitoring.
  • Monitor transaction orders and execution status, ensuring timely completion and providing recommendations where appropriate.
  • Liaise with internal and external stakeholders to support trade execution and transaction processing across multiple asset classes.
  • Conduct quantitative and qualitative market analysis to support investment discussions and product-related initiatives.
  • Support investment and product performance monitoring, including reviewing market developments and product trends.
  • Assist with product launches, product lifecycle management, and investment platform initiatives.
  • Ensure all transactions and activities comply with internal policies, operational procedures, and regulatory requirements.
  • Participate in business projects, platform enhancements, and ad hoc assignments as required.
The Successful Applicant

Requirements
  • Bachelor's degree or above in Finance, Business Administration, Economics, or a related discipline.
  • Minimum 5 years of relevant experience within Private Banking or Wealth Management, ideally covering investment product & advisory support, execution support, or product management functions.
  • Hands-on experience across multiple asset classes including structured products, FX solutions, fixed income, funds, and derivatives.
  • Holder of SFC Type 1 and Type 4 licenses.
  • Strong understanding of financial markets, investment concepts, and product lifecycles.
  • Ability to work independently while maintaining close collaboration with regional stakeholders and execution teams.
  • Strong analytical, communication, interpersonal, and presentation skills.
  • High level of ownership, attention to detail, and problem-solving ability.
  • Fluent in English and Chinese, including Mandarin.
  • Proficient in Microsoft Office applications, particularly Excel and PowerPoint.
What's on Offer

If you are ready to advance your career in private banking, we encourage you to apply.
Job ID  JN-082026-7081097
ABOUT COMPANY
Hong Kong
HR & Recruitment
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