Director, Investment Counselor, Private Bank

  • 1M
  • Hong Kong
  • Permanent, Full time
  • Space Executive Pte Ltd , EA Licence No: 15S7496
  • 19 Mar 19

Our client, a leading international bank is looking for an Investment Counselor to join their private bank. The role will work with closely with the RMs and provide overall investment advice to their client.

Key Responsibilities

  • Focus on suitability of investments for dedicated group of clients; understand client risk appetite, investment preference and return expectations
  • Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability
  • Provide a tailored portfolio and trading service of relevant and suitable investment solutions
  • Provide timely analysis of market and product information
  • Be capable of addressing multi-asset class product requirements
  • Review client investment portfolios on an annual basis using Portfolio Insight
  • Deliver good investment performance commensurate with the clients’ risk and return appetite
  • Timely and accurate execution of client orders
  • Understand specific client issues, including restrictions, so as to provide optimal solutions
  • Act as a trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals

Key Requirements

  • Solid knowledge and exposure in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds
  • Good communication in English, Cantonese and Mandarin
  • Ability and acumen in building strong relationship with working partners and with clients
  • Knowledge in Risk, Regulatory and Legal & Compliance areas
  • The ability to be a solution-partner to Relationship Managers
  • Proactive, disciplined, result-oriented, desire to excel, strong team spirit
  • License Person of Type 1 and Type 4 under HKMA/SFC