We’re looking for a candidate to fill this position in an exciting company.
Conduct research and analysis in Private Banking Advisory projects to understand the needs of the client
Organize and conduct reviews on processes, policies, guidelines and other documentations related to the advisory business to identify potential gaps against best-in class practices
Present findings and recommendations to the client using business proposals and presentations to inform clients of how to launch new Advisory models
Document the project into systems and processes for management review
Maintain close interaction with clients through interviews, workshops, project updates and in-person networking to understand their requirements in-depth and deliver well-developed final solutions
Degree holder; finance or economics degree will be an advantage
3-6 years of experience in banking or consulting industry with exposure to the wealth management business
Experience in operations and / or sales in a wealth management firm; understanding of product & portfolio management across products, Asian investment regulation, discretionary wealth solutions preferred
Excellent spoken and written English, fluency in an Asian language will be an advantage
Highly analytical and structured in problem solving; able to quickly understand complex / new situations and prioritize key challenges
Capable of applying technology principles to business
Excellent presentation and communication skills
Possess an entrepreneurial spirit and team leadership skills