野村控股
Associate, Investment Advisor
Associate, Investment Advisor
发布于 大约 2 个月前普通员工/个人贡献者
Central, HK
高级经验
全职员工
仅现场办公
学历未注明
财务与会计
Wealth Management
Hedge Funds
Multi-Asset Class
Portfolio Construction
Structured Products
Uhnw/Hnw
AI 估算 · 70k–130k
香港投行高级岗位，双语要求，多资产经验，薪资竞争力强。
职位详情
关于这个职位
This role serves as an Investment Advisor within Nomura's International Wealth Management, providing multi-asset class investment advisory to UHNW/HNW Mandarin-speaking clients. The advisor works closely with relationship managers to construct portfolios and implement solutions across traditional and alternative assets.
最低要求
Minimum 5 years' relevant experience in investment advisory within private banks; Experience in handling investment products with the ability to extend beyond a single product to a multi-product focus; Proficiency in spoken and written Mandarin; Experience serving UHNW/HNW clientele in the Mandarin-speaking region; Ability to thrive in an internal culture that contributes to innovation, customer service, internal partnership and entrepreneurship; Team player capable of working effectively with various business partners; Appropriate local regulatory qualifications and licenses; Strong knowledge of local regulatory policies and guidelines; Good interpersonal, communication and client interfacing skills; Ability to work in a multi-cultural environment with a diversified client base.
工作职责
Work within IPAS and RMs to provide advisory services to UHNW/HNW clients with multi-asset class investment solutions across Mandarin-speaking region; Advice on portfolio construction including overall asset allocation, tactical shifts and security selections; Develop and maintain deep understanding of Mandarin-speaking market dynamics and regulatory environment; Conduct client meetings and presentations in Mandarin to ensure clear communication of investment strategies; Market and implement investment solutions in accordance with clients’ asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.; Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders; Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients; Deliver performance reviews to clients across traditional and non-traditional assets; Identify opportunities to streamline processes and increase operational efficiency.
AI 洞察
优缺点分析
优点
- Access to a global financial institution with a strong reputation in wealth management.
- Exposure to sophisticated clients and complex investment strategies, enhancing professional skills.
- Opportunity to work in Hong Kong's financial hub with attractive compensation and benefits.
- High pressure to meet client expectations and deliver performance in volatile markets.
- Demanding work hours typical of private banking, including client events and travel.
- Requires continuous learning to stay updated on regulatory changes and product innovations.
- Experienced investment advisors with a client-first mindset, strong Mandarin skills, and a passion for wealth management.
缺点 / 挑战
暂无明显挑战项
角色解读
- Potential progression to Senior Investment Advisor or Team Lead within IWM, managing larger portfolios and mentoring junior advisors.
- Opportunity to specialize in alternative investments or cross-asset product development, moving into product strategy roles.
- Career advancement to regional head of advisory or wealth management leadership, leveraging deep client relationships and market expertise.
- Provide personalized investment advisory to ultra-high-net-worth clients, focusing on portfolio construction and asset allocation across equities, fixed income, structured products, and alternatives.
- Collaborate with relationship managers to understand client needs and deliver tailored solutions, ensuring compliance with regulatory requirements.
- Conduct client meetings and presentations in Mandarin, explaining investment strategies and performance reviews.
- Deep knowledge of multi-asset class investment products and portfolio construction principles.
- Strong Mandarin communication skills to effectively serve Mandarin-speaking clients.
- Minimum five years of experience in private banking investment advisory, with a track record of handling complex UHNW relationships.
申请策略
- Tailor your resume to highlight advisory rather than pure sales
- demonstrate analytical and communication skills.
- Research Nomura's wealth management platform and recent market trends in Asia to discuss during interviews.
- Emphasize experience with UHNW/HNW clients and multi-asset portfolio management.
- Quantify achievements such as AUM growth, client retention rates, or successful product implementations.
- Showcase Mandarin proficiency and cross-border market knowledge, especially in Greater China.
- Deepen knowledge of alternative investments (hedge funds, private equity) and structured products.
- Obtain relevant certifications like CFA or local regulatory licenses (SFC Type 1,4,9).
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
- For technical questions, start with the client's objective, then outline asset allocation, security selection, and risk management.
- Show awareness of market dynamics and regulatory environment to demonstrate depth.
- Walk me through how you would construct a portfolio for a UHNW client with $50 million in assets.
- Describe a time you had to explain a complex investment strategy to a client who was not financially sophisticated.
- How do you stay updated on regulatory changes in Hong Kong and their impact on wealth management?
- Give an example of a cross-asset product you helped launch and the challenges you faced.
- How do you handle conflicts between client risk tolerance and recommended investments?
匹配度报告
65
综合匹配度
Senior investment advisory role at global bank, high pay, on-site in Hong Kong, limited WLB.
适合人群
This role is ideal for experienced investment advisors motivated by high compensation and professional growth, who are willing to accept demanding work hours in a fast-paced financial hub.
最强匹配
薪资福利匹配
最弱匹配
工作生活匹配
薪资福利90
成长发展65
工作生活50
使命价值55
薪资福利匹配
90较高
High compensation typical for senior investment advisory roles in Hong Kong, coupled with Nomura's global brand and benefits (not explicitly stated but assumed for the role).
薪资信号偏高 (70K-130K/月)
成长发展匹配
65中等
Role offers deep expertise in wealth management and product knowledge, but explicit career progression paths are not mentioned in the JD.
技术前沿传统/成熟技术
技术栈Portfolio Management、Asset Allocation、Structured Products、Hedge Funds、Private Equity
业务类型profit_center
工作生活匹配
50较低
Hong Kong office-based role with no mention of flexible work; private banking typically demands long hours and client entertainment.
工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值匹配
55较低
Wealth management serves a social purpose of preserving and growing client assets, but impact is indirect and primarily benefits high-net-worth individuals.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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