Senior Investment Advisor

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time
Job Title: VP, Investment Counsellor

At Selby Jennings, we are seeking a highly skilled and experienced VP, Investment Counsellor to join our team. As a key member of our investment team, you will be responsible for providing expert investment advice to our clients and helping them achieve their financial goals.

Key Responsibilities:
  • Conduct in-depth consultations with clients to understand their investment objectives, financial situation, and risk tolerance
  • Analyze clients' investment portfolios and make informed investment recommendations based on their needs
  • Collaborate with sales and portfolio managers to develop tailored investment strategies for clients
  • Ensure that all investment transactions are executed accurately and in accordance with regulatory requirements and company policies
Requirements:
  • Bachelor's degree in Business, Finance, or a related field
  • At least 8 years of experience in investment counselling in wealth management or private banking
  • Strong knowledge of multi-asset investment products
  • Excellent communication and interpersonal skills

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced investment professional looking for a new challenge, please submit your application.



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