AVP Investment Consultant, Private Banking

Captiare
📍 Hong Kong, Kowloon, Hong Kong 💼 Permanent 🕒 Posted March 01, 2026

Job Description

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JD Assistant Vice President, Investment Consultant, Private Banking

Responsibilities:

  • Work closely with Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfolios align with their investment objectives, financial goals and risk tolerance
  • Experienced in asset allocation, capable of conducting overall economic analysis and in-depth cross-asset analysis
  • Based on analysis of market trends and economic data, provide professional and comprehensive investment advice and recommendations about clients’ bespoke portfolio allocation across a variety of investment instruments to achieve their healthy target returns for future wealth planning
  • Conduct regular performance reviews with clients, provide relevant s...
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    Job Details

    • Location Hong Kong, Kowloon
    • Job Type Permanent
    • Category Financial Specialists
    • Posted Date March 01, 2026
    • Application Deadline April 10, 2026