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...

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...

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...

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...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

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...

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...