Senior Investment Counsellor for High Net Worth Clients

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
Job Summary

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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