Investment Counselor

Investment Counselor (Multi Family Office) My client is the multi family office department of one prestigious Chinese Financial Institution. Scope of Responsibilities: Collaborate with Relationship Managers to deliver professional investment planning services Identify customers' needs and match their needs with appropriate products and services Assist Relationship Managers in conducting portfolio reviews, explain investment strategy and product updates to clients Support product launches, roadshows, and other customer activities Qualifications / Requirements: Bachelor's Degree in Business, Finance or related discipline Minimum of 3 years’ experience in investment consulting and management in financial institutions / banking industry Experience in handling with clients’ enquiries is preferred Possess good understanding of financial and investment market Strong accountability and service mindset to ensure efficient and effective client service processes Mature, proactive, stable, excellent interpersonal and communication skills Excellent verbal and written communication skills – English and Chinese #J-18808-Ljbffr