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Investment Counsellor

Employer
Selby Jennings
Location
Hong Kong, Hong Kong
Salary
Negotiable
Closing date
Mar 8, 2022

View more

Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Key responsibilities:
  • Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
  • Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile.
  • Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
  • Monitor client portfolios for performance, appropriateness and investment opportunities.
  • Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
  • Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
  • Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.

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