Investment Counsellor, Family Office
3 days ago
About the job Investment Counsellor, 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 lives on beyond the hiring process. King Deux is partnering with one of the top multi family offices globally, renown for their close proximity and exclusive relationship with Europe, Latin America and North America's alternative asset. They are well structured, governed, and sound and solid in their global reputation in their discretionary portfolio management that caters to HNW's risk appetite and alpha expectations. If you are looking to join a platform that escalates your career growth, open doors for you to be in direct contact with UHNWs, this is the opportunity. About your role Conduct in-depth analysis of clients' financial goals, risk profiles, and investment time horizons to develop customised investment strategies Research and evaluate a wide range of investment vehicles including stocks, bonds, real estate, alternative investments, and more to build diversified portfolios Advise clients on macro asset allocation among multi‑asset class to best fit their risk profile, match the best fit solution Monitor and regularly review client portfolios, making recommendations for adjustments as needed to align with their evolving financial objectives Educate clients on investment principles, market trends, and portfolio performance Stay current on industry regulations, tax implications, and best practices to provide informed guidance Prepare detailed investment reports and proposals for client meetings What you will need to succeed Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g., CFA, CFP) preferred Minimum 3 – 7 years of experience in investment advisory, wealth management, or a similar role Proven track record of developing and implementing successful investment strategies for high‑net‑worth individuals and families Strong financial modelling, analytical, and problem‑solving abilities Dedication to providing exceptional service and delivering positive client outcomes How to Apply Interested parties, please send your CV directly to or apply directly. Please note that only shortlisted applicants will be contacted. #J-18808-Ljbffr
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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...
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Family Trust
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Hong Kong Island, Hong Kong SAR China Le Guardien Family Office Limited Full timeA leading family office in Hong Kong is looking for an experienced Family Trust and Art Relationship Manager. The successful candidate will manage client relationships and provide professional advice on trust planning and art management. You will assist clients in developing strategies to safeguard and grow their wealth, coordinate art acquisitions, and...
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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...
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Investment Counsellor
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hong kong, Hong Kong SAR China Perennial HR Full timeAre 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:...
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Part-Time Investment Analyst, US Markets
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Hong Kong Island, Hong Kong SAR China Avenue Family Office Limited Full timeA leading family office in Hong Kong is seeking a part-time Investment Analyst (US Markets) to support investment strategies by conducting in-depth research and analysis of US companies. The ideal candidate will have over 5 years of experience in investment analysis, particularly in US markets, and strong financial modelling and data analysis skills. This...
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Investment Counsellor
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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...
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Strategic Wealth Advisor for UHNW Families
3 days ago
Hong Kong Island, Hong Kong SAR China King Deux Search & Consulting Full timeA leading executive search firm is seeking an Investment Counsellor to develop customised investment strategies for high-net-worth individuals within a prestigious multi-family office. Candidates should have a minimum of 3-7 years' experience in investment advisory, strong financial modelling abilities, and a proven track record of successful strategies....
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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...