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Investment Counsellor, Wealth Management

CLSA Limited
Hong Kong, Hong Kong
Closing date
Mar 23, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Position Description

We are looking for investment counsellors passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.

Key Areas of 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.

  • Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
  • Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
  • Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
  • Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
  • Strong judgment and high level of professional and personal integrity.
  • Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

CITIC CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.

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