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Open nowFirst seen 15 hours ago

Investment Counsellor, Private Bank (HK)

Perennial77 open roles

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

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

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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

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 recommendation
  • 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 certifications 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.
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