Senior Investment Counselor, Wealth Management Expert

1 day ago

Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time
About BNP Paribas Wealth Management

As a leading European Union bank and one of the world's largest financial institutions, BNP Paribas offers a wide range of financial services for corporate, institutional, and private investors. Our wealth management division provides expert advice and tailored solutions to help clients achieve their financial goals.

Job Summary

We are seeking a Senior Investment Counselor to join our team in Wealth Management. As a key member of our team, you will be responsible for providing holistic investment advice to clients, promoting asset allocation and portfolio diversification. You will work closely with clients to understand their financial objectives and develop tailored investment strategies to achieve their goals.

Key Responsibilities
  • Provide investment advice to clients on a portfolio approach, incorporating asset allocation and portfolio diversification.
  • Develop and maintain relationships with clients, understanding their financial objectives and risk tolerance.
  • Work closely with the client's risk management team to ensure that investment recommendations are aligned with the client's risk profile.
  • Conduct regular portfolio reviews to ensure that client portfolios are calibrated to their objectives and risk profile.
  • Stay up-to-date with market trends and regulatory changes to ensure that investment recommendations are informed and compliant.
Requirements
  • At least 10 years of relevant experience in investment counseling or portfolio management.
  • Strong knowledge of investment products, including FX, Fixed Income, Equities, Structured Products, Funds, and Discretionary Management.
  • Excellent communication and presentation skills, with the ability to communicate complex investment ideas to clients.
  • Fluent in multiple languages, particularly Mandarin.
About Us

BNP Paribas is committed to fostering an inclusive workplace where all employees are valued and encouraged to contribute. We are proud to be a leader in diversity and inclusion, with a range of employee networks and initiatives in place to support our staff.

We are also committed to sustainability and have set a goal to finance a carbon-neutral economy by 2050. We are a founding member of the Net-Zero Banking Alliance and have established a Low Carbon Transition Group to support our clients through their energy transitions.

Join us in our mission to provide expert investment advice and tailored solutions to our clients, while promoting a culture of diversity, inclusion, and sustainability.

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