SENIOR INVESTMENT COUNSELLOR, PRIVATE BANK
- Well established Private Bank
- Excellent Career Opportunity
Our client is a well established private bank with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them.
Provide investment support, education and guidance to clients, prospects and Relationship Managers. Assess client need, experience, expectations and risk tolerance. Develop comprehensive investment strategy and asset allocation proposal appropriate to client. Coordinate execution of investment strategy with appropriate products and services. Ensure use of open architecture product selection to ensure best in class product offering. Monitor client portfolios for performance, appropriateness and opportunity. Provide updates on investment opportunities to clients, prospects and Relationship Managers. Provide input and support for the development of new business initiatives and product enhancement. Ensure integrity of sales performance and compliance with the regulatory policies.
To be considered, you should be a degree holder in with a minimum of 10 years’ experience in investment advisory. Robust experience in providing investment advice and solutions. Strong interpersonal and communications skills. Strong analytical and strategic thinking skills. Team player. Fluency in English and Chinese.
Interested applicants should send a detailed resume to Michelle Ho by email to This email address is being protected from spambots. You need JavaScript enabled to view it. quoting reference 4825.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)