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:

1. Provide proactive investment counselling services on multi-asset-class portfolios to Relationship Managers, high net worth clients, External Asset Managers and Family Offices.
2. Conduct regular portfolio reviews with relationship managers to align with clients' investment goals.
3. Keep clients and relationship managers informed with the latest market trends and insights.
4. Offer timely portfolio updates and investment recommendations.
5. Execute securities transactions and obtain market quotes when required.

Requirements:

1. Minimum 10 years experience in Private Banking Investment Advisory.
2. Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios.
3. CACS Papers 1 & 2, CFA certifications preferred.
4. Deep understanding of financial markets and regulatory frameworks.
5. Independent yet team-oriented, adaptable, and eager to learn.
6. Native Chinese speaking is mandatory to engage Chinese speaking clients in the Greater China region.

EA No 23S1936

Reg No: R23118623