Our client is a well-established and rapidly growing financial institution based in Hong Kong, renowned for its excellence in the banking sector. This esteemed client is a leading player in the Asian market, known for its comprehensive range of financial services and commitment to delivering high-quality investment solutions. As part of its strategic expansion, particularly in the private banking division, our client is seeking a senior Investment Counsellor to join their dynamic team. This is an exciting opportunity to be part of a forward-thinking organization that is continuously enhancing its private banking services and investing in its growth.

About The Job

As an Investment Counsellor in our Private Banking division, you will be responsible for offering personalized investment advice and solutions to high-net-worth clients. You will leverage your expertise in financial markets, investment products, and portfolio management to help clients achieve their financial goals. This role requires a deep understanding of the Asian financial landscape and an ability to navigate complex investment strategies.

Key Responsibilities

• Demonstrated skill in implementing and managing investment portfolios, providing strategic advice on market trends, and delivering actionable investment ideas.

• Maintain trusting relationships with high-net-worth clients, ensuring exceptional service and satisfaction.

• Actively contribute to business growth by working alongside Relationship Managers to expand client portfolios and attract new clients.

• Responsible for determining investment suitability, identifying specific investment opportunities, and providing tailored portfolio advice and ongoing monitoring across various asset classes.

• Conduct regular meetings with clients to review portfolio performance, providing tailored investment advice and financial planning services.

• Analyse clients' financial situations, investment objectives, and risk tolerance to create customized investment strategies.

• Monitor and review client portfolios, making recommendations for adjustments as needed to align with their investment goals.

• Stay abreast of market trends, economic developments, and investment opportunities relevant to the Asian region.

• Collaborate with internal teams, including wealth management, research, and product specialists, to deliver comprehensive solutions.

• Ensure compliance with regulatory requirements and internal policies.

Skills And Experience

• Bachelors degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are preferred.

• Proven experience in private banking or wealth management, with a focus on investment counselling.

• In-depth knowledge of financial markets, investment products, and portfolio management, particularly in the Asian context.

• Strong analytical skills and the ability to interpret complex financial data.

• Excellent communication and interpersonal skills, with a client-centric approach.

• Ability to work independently and as part of a team, with a strong attention to detail and organizational skills.

What We Offer

• A dynamic and supportive work environment that fosters growth and innovation.

• The opportunity to work with a diverse and talented team of professionals dedicated to delivering excellence.

• Competitive salary and performance-based incentives.

• Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

How to Apply

If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume to apply.