Investment Counsellor – Global Private Bank Office Based in London, UK recruitment
Responsibilities:To leverage off an existing network to create a portfolio of HNW customersTo manage and acquire new clients utilising products at your disposalTo market and sell a suite of ever growing products servicesTo market and sell the bank’s investment propositionTo work as part of a team to ensure maximal outputTo maintain strong knowledge of both Retail and HNW Banking, Investment and Financial Planning ProductsTo maintain good knowledge of competitor’s offeringsUnderstand the current regulatory environment and stay ahead of thisRequirements:4+ Years ExperienceStrong Private Wealth/Personal Read more […]
INVESTMENT COUNSELLOR, PRIVATE BANKING GREAT OPPORTUNITY recruitment
Our client is one of the leading private banks. They are expanding their wealth management business and they are now seeking for an experienced investment counsellor to join their private banking team.Your main focus is to provide specialist investment advice to clients and Private Bankers to increase bank’s share of high net worth individuals. You will provide advice on client portfolios based on sound asset allocation principles and by understanding client risk tolerance. In addition, you will actively generate new product ideas through understanding market/client needs and provide feedback Read more […]
INVESTMENT COUNSELLOR, RETAIL BANKING GREAT OPPORTUNITY recruitment
Our client is one of the leading local banks. They are expanding their wealth management business and they are now seeking for an experienced investment counsellor to join their private banking team.Your main focus is to provide specialist investment advice to clients and Private Bankers to increase bank’s share of affluent market customers. You will provide advice on client portfolios based on sound asset allocation principles and by understanding client risk tolerance. In addition, you will actively generate new product ideas through understanding market/client needs and provide feedback to Read more […]
Investment Counsellor, Leading Retail Bank in Hong Kong recruitment
International bank, known for its brand and innovations, offers an open culture and a great place to work.Responsibilities: Drive sales of wealth management products including unit trusts, FX and FX derivative structures, fixed income instruments and structured products, and ensure sales targets are achieved.Provide market analysis and initiate sales focus according to the house view, market environment and individual customer requirements to facilitate investment and financial planning. Sit in sales meetings with customers to provide professional guidance and ensure the sales process is handled Read more […]
Investment Counsellor, Leading Retail Bank in Hong Kong recruitment
Responsibilities: Drive sales of wealth management products including unit trusts, FX and FX derivative structures, fixed income instruments and structured products, and ensure sales targets are achieved. Provide market analysis and initiate sales focus according to the house view, market environment and individual customer requirements to facilitate investment and financial planning. Sit in sales meetings with customers to provide professional guidance and ensure the sales process is handled according to the Bank’s standard. Organise and coordinate sales events for both internal staff and Read more […]
Investment Counsellor – Investment Products & Advisory Department recruitment
Responsibilities: To provide updated market news to marketing staffTo search and provide useful information and research materials of investment products as requested by marketing staffTo help preparing sales kit for marketing staffTo provide prices list of investment products on a daily basisTo prepare the market views and commentary on a regular basis (i.e. daily/ weekly/ monthly/ basis) for marketing staffTo manage and execute any investment and securities orders for clients (received via marketing staff)To seek the best price quotation of any Read more […]
Investment Counsellor, Chinese Bank in Hong Kong recruitment
This is a bank with a strong Chinese parent company and a strategic relationship with a European bank. The unique combination has provided the bank with access to resources while enabling it to run in an organised and effective manner. As an Investment Counsellor in its retail banking arm, you will drive initiatives to ensure the sales and services staff to achieve their targets. You will provide market analysis and initiate sales/product focus according to the market environment, characteristics of the clientele as well as the needs of individual customers. You will sit-in sales meetings to Read more […]
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 Read more […]
Investment Counsellor, DBS Treasures, Consumer Banking Group recruitment
We deliver a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money and are committed to helping them plan and achieve their life goals. Products and services within the Consumer Banking Group include loans, credit cards, investment and unit trusts, insurance and priority banking.Responsibilities• Work as a business partner to deliver training, coaching and sales coordination Read more […]