Investment Counselor, Private Banking

Job Description:

• Analyze economic trends/activities and advise the effects on the investors' portfolios

• To understand clients' risk profile, investment needs and construct and execute investment solutions

• Regularly review and recommend any necessary rebalancing of portfolios to Advisors and Clients

• Present all investment solutions in a high standard, professional manner

• Share knowledge and best practices with the Advisors

• Support Client Advisors in providing ongoing investment advice to clients

Requirements :

• Minimum bachelor’s degree in business administration/Banking and Finance or any relevant discipline

• 5 - 8 years’ experience in investment advisory, investment product sales, or a closely related role

• Strong ability to explain complex investment concepts clearly and credibly to clients

• Broad and solid understanding of financial markets, portfolio construction, and investment solutions across asset classes

• Hold CACS Paper 1 & 2

• As this role will cover clients from North Asia, knowledge of Mandarin