For Recruiters

Investment Counselor for fast growing Swiss Private Bank

Hamlyn Williams
Hong Kong
Posted 4 days ago Permanent 80000
C
Posted by
Claudia Lee
Executive Recruiter - Private Banking
My client is a well-established Swiss Private Bank operates across Europe, Asia, the Middle East and Latin America. For their fast-growing business, they are now hiring a senior investment Counsellor to join their investment team.

As an investment counselor, you will be working closely with bank's HNW clients & Relationship Manager to provide investment advice in multi asset class. 

Your responsibility included: 

  • Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  • 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.
  • Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds.

Requirements

  • 8+ years of experience in private banking = as an Investment Counsellor or Advisor
  • Direct experience with HNW or UHNW customer segments
  • Strong presentation and communication skills Mandarin, English and Cantonese
  • Bachelor's Degree in Finance, Business, Economics or equivalent;

Interested candidate please click APPLY NOW or send me an email at C.Lee@hamlynwilliams.com (Attn: Claudia Lee) for a private & confidential conversation. 

#LI-CL2 

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HR & Recruitment
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