Investment Counsellor, Private Banking Investment Counsellor, Private Banking …

Wellesley Associates Limited
in Hong Kong
Permanent, Full time
Last application, 17 Nov 21
100000
Wellesley Associates Limited
in Hong Kong
Permanent, Full time
Last application, 17 Nov 21
100000
Posted by:
Janice To • Recruiter
Posted by:
Janice To
Recruiter

My client is a fast-growing private bank with global presence and a comprehensive facility in wealth management. It has a newly created headcount for an Investment Counsellor at VP/ Director level.

 

Duties:

·        Provide professional advisory to high net worth clients by actively monitor markets

·        Delivering ideas and trade recommendations; whilst partnering with private banking relationship managers to meet high net worth individuals

·        Enhance services by coordinating with external and internal product providers to offer various products.

·        Ensure work flows and recommendations fulfilled regulatory requirements as well as bank policies.

·        Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model

 

Requirements:

·        7+ years of relevant working experience in private banking / global markets / asset management in investment advisory

·        Solid experience of market commentary and analysis capabilities

·        Strong market knowledge and experience

·        Familiar with the compliance standard and regulatory requirements

·        Good interpersonal and communication skills

·        Strong language proficiency, verbal and written English and Chinese (both Cantonese and Mandarin) are essential

 

If you're interested in this role, forward an up-to-date copy of your CV to j.to@wellesleys.com , or call directly on +852 2847 9957. If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

 

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