Investment Counselor – Private Wealth

Position Description We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with...

Join to apply for the Investment Counselor, Hong Kong role at Citi Join to apply for the Investment Counselor, Hong Kong role at Citi The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the...

A leading investment organization in Hong Kong seeks an experienced Investment Counselor to provide portfolio advisory services to private wealth clients. The role involves building long-term relationships, delivering multi-asset investment strategies, and assisting in maximizing portfolio performance. Candidates should have 8+ years of experience in Private...

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a...

Active Investment Advisory Counselor (Director / Snr), Private Bank Multi-Asset Classes of Investment Advisory Expansion headcount for UHN Greater China Clients Superb Job Security & Worklife Balance Our Client Appointed by family run private bank with decades of expertise managing the assets of families, companies & HNW. With strong net inflows USD 8.0...

Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) 5 days ago Be among the first 25 applicants Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong) Champion the one-stop personal banking services at branches Explore...

A leading global financial institution in Hong Kong is seeking an experienced Investment Counselor Sr. Lead to provide strategic investment advice to ultra-high net worth clients. The candidate will build and maintain relationships, assess investment opportunities, and collaborate with internal teams to deliver financial solutions. A minimum of 10 years of...

Investment Counselor, Esteemed Family Office About the job Investment Counselor, Esteemed Family Office King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that...

Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong) 2 days ago Be among the first 25 applicants Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong)...

Senior Talent Acquisition Manager, The Bank of East Asia Position Summary Responsible for assisting Senior Investment Counselors and Relationships Managers in supporting, developing and maintaining client relationships and advising them on investments according to their requirement after assessing their needs, desires and risk profile. Responsibilities...