AVP-VP, Investment Counsellor, Private Banks
1 day ago
Your new company Join well-established private banks with a long-standing heritage and a strong presence across global financial markets. The firm is known for its client-centric approach, robust investment capabilities, and collaborative culture. We are currently seeking a seasoned Investment Counsellor (Assistant Vice President/ Vice President grade) to join our Advisory team. Your new role Partner closely with Relationship Managers to deliver tailored investment advice to high-net-worth clients. Provide holistic and unbiased recommendations across asset classes including equities, bonds, FX, structured products, mutual funds, discretionary mandates, and private market investments. Monitor client portfolios regularly to assess performance, risk exposure, and identify new opportunities. Contribute actively to team-wide investment idea sharing and strategy discussions. Proactively manage a portfolio of assigned accounts and maintain strong client engagement. What you'll need to succeed Minimum 7 years of stable experience in international private banking, with a focus on investment counselling or product advisory and familiarity with the Greater China market. Proven expertise in multi-asset investment strategies and deep knowledge of products, e.g. derivative, structured product, fund, private market, etc. Strong analytical and quantitative skills, with the ability to evaluate portfolio risks and recommend optimal solutions. Fluent in both Mandarin and English (spoken and written), with excellent communication skills. CFA designation preferred; proficiency in Bloomberg and Microsoft Office tools is essential. What you need to do now If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to or contact . #J-18808-Ljbffr
-
Hong Kong Island, Hong Kong SAR China DBS Full timeA leading Asian bank in Hong Kong is seeking a VP/AVP, Treasures Investment Counsellor. This role involves leading sales performance, developing strategies, and ensuring customer satisfaction while ensuring compliance with regulations. The ideal candidate must have at least 5 years of experience in financial institutions and strong knowledge of investment...
-
Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - VP, Treasures Private Client Investment Counsellor S) Job Description VP, Treasures Private Client Investment Counsellor - ( S ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced...
-
hong kong, Hong Kong SAR China DBS Bank Full timeVP/SVP, Private Banking Investment Counsellor DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product...
-
VP / AVP, Private Equity Investment, FIG
7 days ago
Hong Kong Island, Hong Kong SAR China King Deux Search & Consulting Full timeVP / AVP, Private Equity Investment, FIG About the job VP / AVP, Private Equity Investment, FIG 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 lives on...
-
Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeVP, Treasures Private Clients Investment Counsellor S) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the...
-
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Description - VP, Treasures Private Client Investment Counsellor S) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes...
-
VP/ AVP, Treasures Investment Counsellor
1 day ago
Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - VP/AVP, Treasures Investment Counsellor (WD80018) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance,...
-
Senior Treasures Investment Counsellor
1 day ago
Hong Kong Island, Hong Kong SAR China DBS Full timeA leading bank in Asia is seeking a VP/AVP, Treasures Investment Counsellor in Hong Kong. This role involves driving sales performance, coaching sales staff, and ensuring compliance with regulatory standards in investment selling. Candidates should have at least 5 years of experience in financial institutions with strong knowledge of investment products. The...
-
VP/ AVP, Treasures Investment Counsellor
1 day ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeOverview VP/ AVP, Treasures Investment Counsellor (Licensed) – DBS Bank Responsibilities Investment Sales Management & Support Lead and drive sales performance of frontline sales to achieve overall sales and service targets Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and...
-
Director, Investment Counsellor
1 week 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...
