VP, Investment Counsellor, China Market
Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. We are looking for an experienced Investment Counsellor to join a well established IC team. Committed to delivering expert investment advisory services, the role will help clients navigate multi-asset-class portfolios. The investment counsellor will be working closely with relationship managers to drive asset growth and market engagement through strategic insights and portfolio management.
Key Responsibilities:
- Provide proactive investment counselling services on multi-asset-class portfolios to Relationship Managers, high net worth clients, External Asset Managers and Family Offices.
- Conduct regular portfolio reviews with relationship managers to align with clients investment goals
- Keep clients and relationship managers informed with the latest market trends and insights.
- Offer timely portfolio updates and investment recommendation
- Execute securities transactions and obtain market quotes when required.
Requirements:
- Minimum 10 years experience in Private Banking Investment Advisory
- Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios.
- CACS Papers 1 & 2, CFA certifications preferred.
- Deep understanding of financial markets and regulatory frameworks.
- Independent yet team-oriented, adaptable, and eager to learn.
- Native Chinese speaking is mandatory to engage Chinese speaking clients in the Greater China region.