International Private Bank, Investment Advisor for Taiwan Market, based in Hong Kong, Executive Director
On-site · Hong Kong Island, Hong Kong
Job Summary
Executive Director - International Private Bank, Investment Advisor for Taiwan Market based in Hong Kong. Lead investor on a portfolio of key Taiwan client relationships from the Hong Kong office, communicating bank views and solutions to help clients meet financial objectives. Conduct investment reviews, maintain ongoing dialogue to validate objectives, and prepare recommendations on appropriate investment products. Develop relationships with Investors & Bankers to ensure business goals are met; participate in onboarding new client relationships; may assist in developing new products based on market/client needs. Maintain 100% compliance with applicable rules and regulations. Fluency in Mandarin required to serve Taiwan clients; knowledge of Taiwan market and experience with alternative investments (hedge funds, private equity, private credit, real estate) highly preferred.
Required Qualifications
- Bachelor Degree with minimum 10 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm
- strong analytical and communication skills
- Able to work under minimal supervision; adaptable to work in fast-paced environment
- Detail-oriented and results-focused
- Sound knowledge of the financial industry
- Fluency in Mandarin is required as this role will be covering clients from Taiwan
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