Senior UHNW Investment Counselor

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...

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...

A specialized executive search firm is seeking an Investment Counselor to work with a prestigious family office in Hong Kong. The role involves conducting analyses of clients' financial goals and creating customized investment strategies. Candidates should have a relevant bachelor's degree, 2-6 years of advisory experience, and a dedication to exceptional...

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...

Overview Join to apply for the Investment Counselor – Private Wealth role at Chubb . Responsibilities Conduct research, analysis, and regular updates on global market trends—including alternative investments such as private equity, hedge funds, private credit, and real assets—for advisors and clients. Prepare, review, and enhance investment materials...

A leading banking consulting firm in Hong Kong is seeking an Investment Consultant to strengthen business relationships with retail and UHNW customers. The candidate will leverage wealth management solutions to help achieve clients' financial goals and support branch sales through briefing sessions on investment products. Ideal applicants will hold a degree...

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...

A leading global wealth management firm in Hong Kong seeks an experienced Investment Counsellor to provide bespoke multi-asset and equity investment advice to high-net-worth clients. The ideal candidate will have over 10 years of experience in private banking investment advisory and strong knowledge of wealth management solutions. This role requires the...

A leading executive search firm is seeking an Investment Counsellor to develop customised investment strategies for high-net-worth individuals within a prestigious multi-family office. Candidates should have a minimum of 3-7 years' experience in investment advisory, strong financial modelling abilities, and a proven track record of successful strategies....

A leading international private bank in Hong Kong seeks an experienced Active Investment Advisory Counselor to lead investment strategies for High Net Worth clients. The ideal candidate will have over 13 years of investment advisory experience and hold a CFA designation. Proficiency in English, Mandarin, and Cantonese is required. The role involves...