We are a Hong Kong-based team comprising investment teams on the Wealth Management platform that offers Clients the access to UBP’s institutional expertise. Our mission consists of leveraging the UBP local and global investment expertise to propose  best in class and timely conviction-driven investment opportunities. Combining Wealth Management Specialist and Advisory expertise, our integrated team brings consistently prudent analysis and conviction-driven, in-depth guidance to our North Asia Clients. Our thought leadership is channelled through our internal and Client-friendly materials including Advisory/Market updates, Macro outlook and Asset Allocation pitches.

Candidates may consider applying if they are eager to contribute and develop a career as an Investment specialist (primarily in the investment funds and Equity/Fixed income markets) who will eventually be responsible to offer specialist advice and handle technical areas, such as the evaluation, development and implementation of Investment product strategy for our Clients and the UBP organisation.

During the program, under supervision of the Head of Investment Services as mentor, the Graduate is expected to gain exposure to the following functional areas:

- Private banking investment advisory framework
- Investment and/or external fund manager selection process
- Building blocks of investment portfolios
- Product risk classification and client suitability frameworks for private banks

Rotations

Rotation 1 – Fund team, 3 months
Rotation 2 – Fixed Income and Equity Advisory, 4 months
Rotation 3 – Investment Advisory and RM team, 2 months

At the end of all rotations, the Graduate is expected to be trained in:

- Asset class knowledge - gain some understanding and application of the basic process of screening investment products for opportunities
- Market profiling – support the development of marketing pitches, as well as propositions for new product
- Market Research and Analysis – continuously develop investment acumen in the context of investing for high-net-worth individuals and entities
- Product Management - gain some understanding of the Product control landscape integral to the product governance framework

Applications

Applications must be made online by clicking on the button below and must include a CV and a cover letter. 

Start date: 1st September 2024
Application period: until 30th April 2024
Interviews: April to June 2024

You must be eligible to work in Hong Kong. Please include in your CV your nationality/nationalities and / or your work permit status in Hong Kong.