Investment Counsellor
3 days ago
Are you an experienced investment professional seeking to transition into Private Banking? Our client, a well-capitalized Asian Private Bank, is looking for an Investment Counsellor to deliver expert financial advice to high-net-worth individuals and partner closely with Relationship Managers to grow and retain client relationships. Key Responsibilities: Deliver tailored investment advice across multiple asset classes, including Fixed Income, Equities, Structured Products, Mutual Funds, and Alternatives. Conduct joint portfolio reviews with Relationship Managers to ensure alignment with clients financial goals. Evaluate clients financial profiles, risk appetite, and investment objectives to construct holistic, personalized investment strategies. Monitor and communicate market developments and product insights to clients and front-office teams. Prepare customized investment proposals and recommend appropriate product solutions. Support the execution of trades and obtain competitive market quotes when needed. Requirements: Minimum 4 years of experience in investment advisory, wealth management, or private banking. Strong technical knowledge of investment products and portfolio construction. Sound understanding of financial markets, investment suitability, and regulatory requirements. Exceptional communication and client-facing skills. Proficiency in English, Cantonese, and Mandarin is essential for client engagement and internal collaboration. Submit your CV in word format to #J-18808-Ljbffr
-
Investment Counsellor
2 weeks ago
hong kong, Hong Kong SAR China HSBC Full timeHSBC Central & Western District, Hong Kong SAR Investment Counsellor HSBC is seeking a high calibre professional to join our team as an Investment Counsellor. Principal Responsibilities Provide investment support, education and guidance to clients, prospects and Relationship Managers. Assess client needs, experience, expectations and risk tolerance. Deliver...
-
Investment Counsellor
1 day ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as an Investment Counsellor . In this role you will: Partner with Relationship Managers to offer investment solutions to clients within client risk profile Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice...
-
Director, Investment Counsellor
3 days ago
Hong Kong Island, Hong Kong SAR China Perennial HR Full timeDirector, Investment Counsellor - Private Banking Job Description: Our client is a well-established and rapidly growing financial institution based in Hong Kong, renowned for its excellence in the banking sector. This esteemed client is a leading player in the Asian market, known for its comprehensive range of financial services and commitment to delivering...
-
Investment Counsellor
1 week ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeLocation HSBC Central & Western District, Hong Kong SAR We are currently seeking a high calibre professional to join our team as an Investment Counsellor . In This Role You Will Provide investment support, education and guidance to clients, prospects and Relationship Managers Assess client need, experience, expectations and risk tolerance Develop...
-
Investment Counsellor
6 days ago
Hong Kong, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team asan Investment Counsellor. In this role you will: Partner with Relationship Managers to offer investment solutions to clients within client risk profile Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice...
-
Hong Kong Island, Hong Kong SAR China Perennial HR Full timeA leading financial institution in Hong Kong is seeking an experienced Director, Investment Counsellor for their Private Banking division. The role involves offering investment advice to high-net-worth clients and requires deep knowledge of financial markets and investment strategies. Candidates should have a Bachelor's degree in related fields and proven...
-
Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading banking corporation in Hong Kong is seeking an experienced Investment Counsellor to provide tailored investment solutions in alignment with client risk profiles. The ideal candidate will collaborate closely with Relationship Managers and be accountable for developing and executing comprehensive investment strategies. Candidates should possess...
-
Investment Counsellor
2 weeks ago
Hong Kong, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as an Investment Counsellor. In this role you will: Provide investment support, education and guidance to clients, prospects and Relationship Managers Assess client need, experience, expectations and risk tolerance Develop comprehensive investment strategy and asset allocation proposal...
-
Senior Investment Counsellor
3 days ago
Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full timeA leading regional securities and asset management firm with a strong footprint across Asia is partnering with Randstad to hire a Senior Investment Counsellor for their expanding Private Wealth Management division. This is a critical role for an experienced individual looking to join a dynamic and collaborative front‑office team. The Role: As a Senior...
-
hong kong, Hong Kong SAR China Perennial HR Full timeInvestment Counsellor Assistant, Asian Private Bank Job Description: Responsibilities: Support Investment Consultants in market trend analysis and investment proposal preparation. Execute orders across various asset classes, including FX, bonds, equities, ELNs, mutual funds, and alternative investments. Provide comprehensive assistance to Investment...
