Hong Kong

Vice President, Investment Counsellor, Private Bank

Our client is an International Private Bank with presence across Hong Kong and Singapore. We are currently looking for an experienced Investment Counsellor t to join its expanding business in Hong Kong.

Please contact Gerda Lau on +65 6850 7208 or email your cv directly in word format with job reference number: JO0000003880 to frontoffice@theedgepartnership.com

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA Licence: 16S8131

Recruiter Licence: R1550679

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Key responsibilities

Provide multi-asset portfolio solutions to Relationship Managers, and update them regularly on house views
Provide high net worth clients with market update and tailored portfolio advisory services according to clients’ investment appetite
Monitor clients’ portfolios, conduct regular portfolio reviews via client meetings
Collaboration with investment team in idea generation and proactively developing the business and pitching ideas to clients
Work closely with Relationship Manager in strengthening the banks unique value preposition to existing and potential clients.

Role requirements

A minimum of six years of Private Banking or Asset Management experience in a Portfolio Specialist, Investment Advisor or Investment counsellor role
Experience in client advisory and portfolio construction
Strong understanding of the financial market and solid knowledge in multi-asset classes
A team player with excellent communication and interpersonal skills.

Hong Kong

Vice President, Investment Counsellor, Private Bank

Key responsibilities

Role requirements

Apply for this Job

Vice President, Investment Counsellor, Private Bank

Hong Kong

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