���� Investment Advisor – Bespoke Wealth Strategies (Hong Kong)

Are you a strategic thinker who thrives in global markets? We’re hiring an Investment Advisor to architect bespoke portfolio solutions for ultra-high-net-worth clients in Asia’s premier financial hubs. With a background as an Investment Consultant or Product Manager , you’ll transform market trends into alpha and redefine private wealth standards.

Your Impact:

✔ Portfolio Management and Leadership: Design, oversee, and recommend multi-asset strategies (equities, fixed income, alternatives) with a focus on risk-adjusted returns. Lead the Model Portfolio and research commentary.

✔ Banker Collaboration: Work closely with private bankers in Hong Kong and Singapore to align investment goals, hosting regular market briefings.

✔ Research-Driven Strategy: Conduct due diligence on structured products, funds, and private markets—leveraging global research insights. Stay ahead of trends, regulations, and competitive landscapes.

✔ Client-Centric Innovation: Develop in-house products and provide white-glove advisory for complex client needs. Oversee investment materials for licensed staff.

Ideal Candidate:

✅ Credentials: CFA/CFP/MBA preferred; 5-7+ years in private banking/asset management

✅ Technical Expertise: Mastery of portfolio management , product knowledge, risk analysis, and global financial markets

✅ Languages: Fluent English essential; Mandarin/Cantonese ideal but not mandatory

✅ Leader: Persuasive communicator, collaborative problem-solver, and agile thinker

Why Join?

���� Prestige: Shape strategies for a top-tier firm managing $BN+ AUM

���� Growth: A high-growth business

���� Team: Be part of a team of highly reputable industry leaders across Asia

���� Apply Now or tag a visionary wealth advisor/ consultant in your network

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