Investment Counsellor
3 days ago
- Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities.
- Investment Advisory Services: Act as a trusted advisor to both clients and internal stakeholders, providing expert guidance on investment strategies, product selection, and portfolio construction to optimize client outcomes.
- Investment Evaluation: Collaborate with cross-functional teams to evaluate new investment products, including assessing their risk-return profiles, financials, market fit, and long-term viability.
- Client Portfolio Optimization: Provide personalized investment advice to high-net-worth individuals and institutional clients, helping them achieve their financial objectives through optimal product recommendations and portfolio strategies.
- Strategic Leadership: Lead and guide the Investment Committee, ensuring effective product onboarding and a comprehensive evaluation process, while fostering alignment with broader organizational goals.
- Market Research & Industry Insights: Stay informed of market trends, emerging investment opportunities, and regulatory developments to ensure our offerings are competitive and in line with the latest industry standards.
- Risk and Compliance Oversight: Work closely with compliance and legal teams to ensure all products meet regulatory requirements and adhere to internal risk management frameworks.
- Internal Collaboration: Coordinate with internal teams, including client relationship managers, product development, legal, and operations, to ensure smooth integration and seamless product onboarding.
- Process Improvement: Continuously improve product onboarding processes, ensuring that the team operates efficiently, effectively, and within regulatory and risk guidelines.
- Team Leadership: Mentor and develop the Investment Committee team, encouraging continuous learning and a collaborative approach to product onboarding and investment advisory.
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Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob SummaryWe are seeking an experienced Senior Investment Counsellor to join our team in Hong Kong. As a Senior Investment Counsellor, you will be responsible for providing high-quality investment advice and services to our high net worth clients.About the RoleDevelop and implement tailored investment strategies for clients based on their individual needs...
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