Investment Counsellor
Required by a prominent European private bank, a qualified individual to join the team in the role of Investment Counsellor
Role purpose :
- Reporting to Head of Investment Counselling and work with Taiwan or China teams to deliver the performance targets and business strategies
- Partner with Relationship Managers in providing optimal investment solutions to clients
- Maximise synergies with other investment team members
- Follow Global Investment Counselling views and investment themes/product ideas and enforce portfolio advisory framework
- Full compliance with internal and external regulations and adhere to the bank’s Values and Business Principles
Principal responsibilities :
- Partner with Marketing , private banking investment group and other functional units to provide optimal advisory and investment solutions to designated client segments and clients
- Enhance client satisfaction and business productivity, aligning with client risk profile.
- Monitor and follow-up on client investments
- Client Advisory and investment solutions
- Partnership with RMs of private banking
QualificationsQualifications
Requirement :
- Strong and wide financial products expertise
- Entrepreneurship spirit self-starter, independent with portfolio advisory skills, ability to work under pressure
- Compliance and Risk culture
- Mandarin speaking is a must
Please submit your application by emailing your CV in “Word” document to
Gloria.tam@globalassociates.com and copy cv@globalassociates.com
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