Investment Counsellor, Private Bank (HK)

Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. We are looking for an experienced Investment Counsellor to join a well-established IC team. Committed to delivering expert investment advisory services, this role will help clients navigate multi-asset-class portfolios. The Investment Consultant will work closely with private banking relationship managers to drive asset growth and market engagement through strategic insights and portfolio management.

Key Responsibilities:

• Provide proactive investment counselling services on multi-asset-class portfolios to Relationship Managers, high net worth clients, External Asset Managers and Family Offices.
• Conduct regular portfolio reviews with relationship managers to align with clients' investment goals.
• Keep clients and relationship managers informed with the latest market trends and insights.
• Offer timely portfolio updates and investment recommendations.
• Execute securities transactions and obtain market quotes when required.

Requirements:

• Minimum 10 years' experience in Private Banking Investment Advisory.
• Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios.
• CFA certification preferred.
• Deep understanding of financial markets and regulatory frameworks.
• Independent yet team-oriented, adaptable, and eager to learn.
• Fluent Mandarin speaking is mandatory to engage Chinese speaking clients in the Greater China region.