Investment Counsellor, Director – Private Wealth Management recruitment

Are you a seasoned investment specialist and looking for a stable career opportunity at one of the best Private Banks in Asia? This opportunity might just be the job for you!

Our client, a tier one Private Bank with over 140 years of experience providing wealth management services to clients globally, has been active in the Asian market for more than 40 years now. This bank combines strong investments in the region with a vast experience of Private Banking worldwide. Being backed by the combined strengths and resources of all its businesses, this bank creates value for its clients throughout the whole range of their financial needs.  

Your role

As an Investment Counsellor your main tasks would involve:

• Work closely together with the investment advisers providing them product knowledge and help them understand their clients’ investment needs

• Develop and maintain close relationships with the advisers by means of marketing events, business trips or client meetings

• Support sales teams to formulate their portfolio advices and investment proposals

• Promote and position the full range of investment products and services, being the linking pin between the investment products and services department and the investment advisers with their clients

• Proactively promote product mandates to client advisers

• Act as adviser in client meetings involving the appropriate product specialist and assist in closing business when required

• Work together with specific market teams/- representatives on sales coverage for those markets

Requirements for this position

• Minimum of 6 years of relevant professional experience in the financial industry

• Academic degree in finance or business with CFA and AZEK as an absolute plus

• Sound understanding of financial market instruments and credibility towards advising senior investment advisers and clients

• Thorough knowledge of asset management with a strong understanding of portfolio construction and asset allocation

• Good understanding of the whole range of advisory and discretionary solutions covering both traditional and non-traditional asset classes, including funds and structured products

• Strong communication and presentation skills

• Team player and have a proven track record in fast paced and highly demanding working environment

• Strong analytical skills and result driven. Capable of closing business

• Fluency in English and Mandarin is a must, with an ideal addition of other languages

Please contact Marlies Brouwer in strict confidence at marlies.brouwer@randstad.com.hk or call +852 2232 3430