Senior Investment Counsellor

3 days ago

Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full time

A 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 Investment Counsellor, you will be responsible for partnering with Relationship Managers to provide sophisticated, institutional‑quality investment advice and solutions to a discerning client base. Your expertise will be key in formulating and executing bespoke investment strategies across various asset classes. Key Responsibilities: Provide Expert Advisory: Deliver tailor‑made, non‑discretionary investment advisory services to PWM clients, covering both traditional and alternative investments. Strategy Formulation: Develop and present comprehensive investment proposals, including asset allocation recommendations, portfolio construction, and risk management solutions. Market Analysis: Stay abreast of global market trends, economic developments, and regulatory changes to provide timely and relevant insights to clients and internal stakeholders. Collaboration: Work closely with Relationship Managers (RMs), product specialists, and research teams to identify opportunities and ensure seamless client service delivery. Investment Due Diligence: Conduct robust due diligence on investment products and mandates to ensure suitability and quality. Requirements: Experience: A minimum of 6 years of relevant experience in an investment advisory or product specialist role within a private bank, private wealth management, or a major financial institution's investment desk. Deep Product Knowledge: Comprehensive understanding of multi‑asset class solutions, including Equities, Fixed Income, Funds, Structured Products, and Alternatives. Client Communication: Exceptional communication, presentation, and interpersonal skills, with the ability to articulate complex investment concepts clearly and confidently to sophisticated clients. Licensing: Relevant regulatory licenses (e.g., SFC Type 1 and 4) are required. Education: Bachelor's degree in Finance, Economics, or a related field. A CFA designation is highly advantageous. Language: Fluency in English and Mandarin is essential to effectively liaise with the regional client base. #J-18808-Ljbffr

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