VP, Investment Counsellor

2 months ago


Hong Kong, Hong Kong SAR China Selby Jennings Full time

My client is an international Private Bank with strong global presence. They have achieved a strong results this year and is adding a new headcount to support their business.

Responsibilities:

  • Conduct in-depth consultations with clients to understand their investment goals, financial situation, and risk appetite
  • Analyze clients' investment portfolios and make appropriate investment recommendations based on their objectives
  • Collaborate with sales and portfolio managers to develop investment strategies tailored to clients' needs
  • Ensure deals & trade transactions are accurately and fairly executed in accordance to regulations & Management policies

Requirements:

  • Bachelor's degree in Business, Finance, or a related field.
  • At least 8 years of experience in investment counsellor in wealth management or private bank
  • Sound knowledge of multi-asset investment products
  • Good communication skills


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