Investment Advisor, Hong Kong At Banking / Finance

Lombard Odier

Hong Kong
**
Private banking advisory experience
Asset allocation and portfolio management
Client relationship development skills
** Lombard Odier is seeking an Investment Advisor in Hong Kong to provide personalized investment advice and portfolio management for private clients. The ideal candidate should have at least eight years of experience in a private banking environment, strong client relationship skills, and a deep understanding of asset allocation and market dynamics. **

Job Summary

  • The role involves providing proactive investment advice and personalized asset allocation recommendations to private clients within a defined risk budget.
  • Candidates will collaborate with private bankers during the client acquisition process and support the transition of execution-only clients to advisory services.
  • Lombard Odier is a renowned global wealth manager with over 229 years of history, emphasizing a philosophy of 'Rethink Everything' and sustainable investing.

Matching Summary

Match Score: 75

** Lombard Odier is seeking an Investment Advisor in Hong Kong to provide personalized investment advice and portfolio management for private clients. The ideal candidate should have at least eight years of experience in a private banking environment, strong client relationship skills, and a deep understanding of asset allocation and market dynamics. **

Skills & Requirements

Must-have

  • Private banking advisory experience
  • Asset allocation and portfolio management
  • Client relationship development skills

Nice-to-have

  • Sustainable investing focus
  • Cross-asset class knowledge
  • Team collaboration and autonomy

Key Requirements

  • Minimum 8 years in private banking advisory or portfolio management
  • University education or recognized diploma in Investments
  • CFA certification preferred

Work Rights

Not specified

Tailored Resume

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