• Competitive
  • Hong Kong
  • Permanent, Full time
  • Funds Partnership Asia
  • 22 Mar 19

Chief Investment Counselor

My client is a large bank looking for a Chief Investment Counselor to join their private banking team and this opportunity sits in Hong Kong.

Key Responsibilities include:

  • Provide investment counseling and advisory services to the clients.
  • Management a portfolio of private banking clients
  • Provide comprehensive investment advisory services across various asset classes including but not limited to: 
    • Corporate Portfolio Advisory
    • Family Businesses
    • Individual Portfolio
  • Determine various investment strategies in close cooperation with research, product team and fund houses to fit HNW or UHNW clients' wealth
  • Actively engage in client relationship management, sales activities, provide market information, portfolio investment advice, business development
  • Engage in end-to-end sales and investment advisory activities and tracking of performance indicators 

 Job Requirements:

  • Bachelor's graduate with additional professional qualifications will be an advantage
  • Minimum of 8 years of investment consultancy experience serving private banking clients
  • Possess strong market knowledge and intelligence in fund management, particularly in alternative investment funds
  • Superb communication, negotiation, organisational and analytical skills
  • Fluency in Cantonese, Mandarin and English oral and written skills

 Regretfully only shortlisted candidates will be notified.