Investment Counsellor - Private Banking (AD /Director)

Hamlyn Williams
Hong Kong, Hong Kong
Attractive remuneration package
26 Jan 2023
02 Feb 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job Responsibilities
  • Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile.
  • Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
  • Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
  • Participate in product idea generation and solutions by:
  • keeping abreast of products in the market
  • proposing new product ideas
  • promoting ideas approved and endorsed by the Product Council where applicable
  • developing, monitoring, and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
  • Ensure adherence to internal and external regulations and policies at all time

Job Requirements
  • Bachelor's degree in the fields of either Finance, Business, Economics or Banking
  • At least 8 years in private banking industry in an investment advisory position
  • Preferably CFA and CACS certified
  • Strong knowledge of products across asset classes
  • Strong interpersonal and communications skills
  • Strong analytical and strategic thinking skills
  • Possess future oriented mindset, strive to innovate, and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient

Qualified candidates who are keen to explore this opportunity, please send your updated resume to for a confidential discussion.
  • You need to sign in to save