Head of Investments, Private Bank

Location: Hong Kong

Our client is a boutique Private Bank with a strong Asian presence. As part of its strategic growth, the bank is seeking a Head of Investments to lead its established team of Investment Counsellors and Product Specialists. This senior leadership role offers the opportunity to shape investment strategy, drive advisory excellence, and build a best-in-class platform for high-net-worth and ultra-high-net-worth clients across Asia.

Key Responsibilities

• Lead a team of Investment Counsellors and specialists in Singapore and Hong Kong, including Funds solution and product specialists, ensuring alignment with strategic objectives.

• Chair the Investment Committee to define and drive the banks investment strategy across asset classes.

• Design and articulate the client investment proposition, including strategic and tactical asset allocation frameworks.

• Originate and oversee investment ideas, research, and advisory mandates, while spearheading new product initiatives to enhance the banks offering.

• Partner closely with Relationship Managers to strengthen client relationships, provide market-leading advisory solutions, and deliver bespoke investment strategies.

• Uphold the highest standards of compliance, risk management, and governance across all advisory activities.
  
  

Qualifications

• Fluency in Mandarin is mandatory to engage effectively with key regional clients and stakeholders.

• At least 15 years of experience in private banking, with significant leadership in investment advisory or portfolio management.

• Strong track record in leading advisory teams, setting strategy, and delivering innovative investment solutions.

• Deep understanding of global markets and Asian investment trends across all major asset classes.

• Excellent interpersonal, communication, and leadership skills, with the ability to influence at the senior-management level.

If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume in word format to apply.

EA No 23S1936