AD/DIR, Investment Counsellor, North Asia, Private Bank (HK)

Our client, a well established 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:

• Deliver tailored investment advice across multiple asset classes, including Fixed Income, Equities, Structured Products, Mutual Funds, and Alternatives.
• Conduct joint portfolio reviews with Relationship Managers to ensure alignment with clients' financial goals.
• Evaluate clients' financial profiles, risk appetite, and investment objectives to construct holistic, personalized investment strategies.
• Monitor and communicate market developments and product insights to clients and front-office teams.
• Prepare customized investment proposals and recommend appropriate product solutions.
• Support the execution of trades and obtain competitive market quotes when needed.

Requirements:

• Minimum 4 years of experience in investment advisory within private banking.
• Strong technical knowledge of investment products and portfolio construction.
• Sound understanding of financial markets, investment suitability, and regulatory requirements.
• Exceptional communication and client-facing skills.
• Proficiency in English, Cantonese, and Mandarin is essential for client engagement and internal collaboration.

EA No 23S1936