Description

7+ years of private banking and FX advisory experience, working closely with RMs and ICs to serve HNW clients

Your new company

A leading international private bank offering comprehensive wealth management services across Asia. The bank provides clients with personalised advisory, broad product capabilities, and access to global investment solutions. Its private banking platform is supported by experienced specialists who deliver timely market insights and tailored investment strategies.

Your new role

• Provide professional FX advisory and execution services to high‑net‑worth clients through collaboration with Relationship Managers.
• Partner with RMs and internal stakeholders to support business growth, profitability, and enhanced client engagement.
• Offer disciplined and proactive advice on FX investment and risk management aligned with clients' objectives and risk appetite.
• Work closely with product teams to introduce new FX products and enhance the overall advisory offering.
• Deliver regular market updates, FX insights, and product developments to sales teams through investment meetings.

What you'll need to succeed

• Bachelor's degree, preferably in Finance, Economics, Investment, or related fields.
• Minimum 7 years of relevant FX sales or advisory experience in financial institutions.
• Holder of relevant regulatory licences (e.g., SFC Regulated Activities Type 1 & 4 or 1, 4 & 9, as required).
• Strong understanding of the FX market, regulatory environment, and investment solutions; familiar with Bloomberg, Reuters, and analytical tools.
• Excellent communication skills with proficiency in English; Mandarin preferred.

What you need to do now

If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to jane.chan@hays.com.hk or contact 2230 7451.