Investment Counsellor, NRI

Our client is a global private bank with a strong and established presence across Asia, providing bespoke wealth management solutions to ultra-high-net-worth (UHNW) individuals, family offices, and external asset managers. The firm is seeking an experienced Investment Counsellor to join its high-performing Investment Advisory team.

This role offers the opportunity to partner closely with Relationship Managers to deliver holistic, multi-asset investment advice, leveraging the firm's global research capabilities and investment platform to provide best-in-class solutions for sophisticated clients.

Key Responsibilities

• Deliver proactive investment advisory across multi-asset portfolios to Relationship Managers, ultra-high-net-worth clients, External Asset Managers (EAMs), and Family Offices.
• Partner with Relationship Managers in client meetings to provide strategic portfolio advice and tailored investment recommendations.
• Conduct regular portfolio reviews to ensure alignment with clients' investment objectives, risk appetite, and market conditions.
• Provide timely market insights, investment themes, and actionable ideas across asset classes.
• Execute investment transactions and liaise with trading desks to obtain pricing and market quotations where required.
• Drive asset growth through portfolio optimisation, client engagement, and disciplined investment advisory.
• Collaborate with internal stakeholders, including Product Specialists, Trading, Research, and Portfolio Advisory teams, to deliver comprehensive wealth management solutions.
• Maintain a thorough understanding of market developments, macroeconomic trends, and regulatory requirements to provide informed and compliant advice.

Requirements

• Minimum 8 years' experience in Private Banking Investment Advisory, with proven exposure to NRI clients.
• Strong expertise across multi-asset investment solutions, portfolio construction, and wealth management advisory.
• Demonstrated ability to advise sophisticated UHNW clients and support Relationship Managers in delivering discretionary and advisory investment solutions.
• CFA charterholder.
• Deep understanding of global financial markets, investment products, and applicable regulatory frameworks.
• Strong commercial acumen with excellent communication, presentation, and stakeholder management skills.
• A collaborative team player with the ability to operate independently in a fast-paced, client-centric environment.

This is an exceptional opportunity to join a highly respected global private bank offering a collaborative culture, a sophisticated investment platform, and the opportunity to work alongside some of the industry's leading investment professionals.

EA No 23S1936