Investment Counselor, Product and Investment Solutions, Wealth Management

Position Description

We are looking for an investment counselor passionate to assist front office staff to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi‑asset classes. The candidate is also expected to build a highly proactive and long‑term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.

• Provide client portfolio advisory to private wealth clients on multi‑asset classes including equities, fixed incomes, funds, and structured products based on house view.
• Lead discussion with clients along with relationship managers with focus on effectively delivering multi‑asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile.
• Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
• Monitor client portfolios for performance, appropriateness and investment opportunities.
• Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
• Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
• Build a highly proactive and long‑term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.

• Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
• Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
• Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
• Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.