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VP, Private Banking Investment Consultant, China Market
Job summary
A leading global wealth management firm is seeking an experienced VP, Investment Counsellor to support high net worth clients. The role involves providing investment advice, conducting portfolio reviews, and offering market insights. The ideal candidate has over 10 years in private banking and is fluent in Chinese to engage clients in the Greater China region. Competitive compensation and dynamic work environment included.
Qualifications
- Minimum 10 years experience in Private Banking Investment Advisory.
- Strong knowledge of wealth management solutions and advising investment portfolios.
- Deep understanding of financial markets and regulatory frameworks.
Responsibilities
- Provide proactive investment counselling on multi-asset-class portfolios.
- Conduct regular portfolio reviews with relationship managers.
- Keep clients informed with the latest market trends.
Skills
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.
- Provide proactive investment counselling services on multi-asset-class portfolios to Relationship Managers, high net worth clients, External Asset Managers and Family Offices.
- Conduct regular portfolio reviews with relationship managers to align with clients investment goals
- Keep clients and relationship managers informed with the latest market trends and insights.
- Offer timely portfolio updates and investment recommendation
- Execute securities transactions and obtain market quotes when required.
- Minimum 10 years experience in Private Banking Investment Advisory
- Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios.
- Deep understanding of financial markets and regulatory frameworks.
- Independent yet team-oriented, adaptable, and eager to learn.
- Native Chinese speaking is mandatory to engage Chinese speaking clients in the Greater China region.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.