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Open nowFirst seen 15 hours ago

Investment Counsellor (HK)

Perennial77 open roles

Where
Hong Kong, Hong Kong
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Your applicationOpen nowInvestment Counsellor (HK)Perennial · Hong Kong, Hong Kong

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Perennial's own form.

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The clock on this job

Early applications get read.

11.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.4%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: first seen 15 hours ago

The posting

Are you an experienced investment professional seeking to transition into Private Banking? Our client, a well-capitalized 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, wealth management, or 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.

Submit your CV in word format to [email protected]

EA No 23S1936 Reg No R24124819

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