Investment Counsellor - Multi Asset, Private Banking Investment Counsellor - Multi Asset, Private  …

Aptitude Asia
in Hong Kong
Permanent, Full time
Last application, 10 Jun 21
Excellent
Aptitude Asia
in Hong Kong
Permanent, Full time
Last application, 10 Jun 21
Excellent
Posted by:
Donna Kwan • Recruiter
Posted by:
Donna Kwan
Recruiter
We are looking for a versatile Investment Counsellor (VP to Director) for our prestige client who's a strong market player in the private banking sector.

Requirements:

  • As a key Investment Counsellor for a dedicated group of clients, understand client risk appetite, investment preference and return expectations 
  • Partner with Relationship Managers to conduct portfolio review and provide periodical investment idea follow up within client portfolio context
  • Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Be able to manage a multi-asset class product protfolio
  • Keep abreast of the market trends, news, products available in the market
  • Review client investment portfolios, deliver good investment performance commensurate with the clients' risk and return appetite
  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy

 Requirements 

  • Proven track record in Investment Advisory and experience in portfolio management, brokerage or institutional sales 
  • Strong and wide financial products expertise
  • Client-focused, with strong sales, analytic, technical, teamwork, and relationship building skills
  • Strong negotiation, complex problem resolution, communication, and presentation in both written and oral skills
  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity

To apply, please send your CV to Donna (donna@aptitudeasia.com). Thanks. 

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