Investment Counsellor, Private Bank (Greater China Market)

Key responsibilities

• Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas.
• Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes.
• Senior incumbent is to contribute toward business development, pitching alongside with Relationship Managers for potential new-to-bank business.
• Responsible to assess investment suitability, identify product opportunities, providing bespoke portfolio advice and after sales portfolio monitoring.
• Portfolio covers across asset classes, markets, and jurisdictions; required to combine in depth knowledge of traditional and alternative investments.