Senior Investment Counsellor for High Net Worth Clients
4 days ago
We are seeking an experienced Senior Investment Counsellor to join our team in Hong Kong. As a Senior Investment Counsellor, you will be responsible for providing high-quality investment advice and services to our high net worth clients.
About the Role
- Develop and implement tailored investment strategies for clients based on their individual needs and risk profiles.
- Analyse market trends and provide actionable insights to clients to help them achieve their financial goals.
- Collaborate with internal teams to ensure seamless delivery of investment solutions to clients.
- Stay up-to-date with industry developments and regulatory changes to maintain expertise in investment products and services.
Requirements
- A degree in Finance, Business, or a related field is required; a Chartered Financial Analyst (CFA) designation is preferred.
- At least 6-10 years of experience in the financial industry, with a focus on sales and marketing of investment products.
- Strong knowledge of investment products, including equities, fixed income, managed solutions, FX, and structured products.
- Qualified to carry out investment-regulated activities.
- Excellent business acumen, analytical skills, and ability to interpret complex financial data.
- Superior communication, interpersonal, and leadership skills.
What We Offer
As a Senior Investment Counsellor at DBS Bank (Hong Kong) Limited, you will receive a competitive salary and benefits package, as well as opportunities for professional growth and development in a dynamic environment that values your achievements.
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