International Private Bank, Investment Advisor for Taiwan Market, based in Hong Kong, Vice President

Central and Western, Hong KongFull-timePosted Jul 29, 2026

Key Responsibilities:

  • Be the Investor on a portfolio of key client relationships for the Taiwan business, run out of our Hong Kong office
  • Understand & effectively communicate the bank views & solutions to clients to help them meet their financial objectives
  • Conduct investment reviews and maintain investment dialogue with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
  • Develop relationships with immediate team members (Investors & Bankers) and work as a team to ensure that the business meets its goals
  • Actively involved with team members in deepening existing relationships and on-boarding new client relationships.
  • May assist in developing new products based on market/client needs.
  • Develop a sound understanding of rules & regulations and ensuring full compliance with them

 

Required Qualifications, Skills, and Capabilities:

  • Bachelor Degree with minimum 7 years of relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm
  • You must have strong analytical and communication skills  
  • Able to work under minimal supervision; adaptable to work in fast-paced environment
  • Sound knowledge of the financial industry
  • Fluency in Mandarin is required as this role will be covering clients from Taiwan

 

Preferred Qualifications, Skills, and Capabilities: 

  • Good knowledge with direct experience advising clients on alternative investments, including but not limited to hedge funds, private equity, private credit and real estate 
  • Knowledge & experience of Taiwan market is a plus
  • Min Nan Yu speaking is a plus
  • Strong knowledge of relevant financial markets and instruments

 

 

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