VP, Investment Counsellor - International PB

Our client is an international private bank with strong growth in recent year. They are now seeking an experienced and passionate investment professional to deliver advisory solutions to HNW/UHNW clients.

Job Responsibilities:

• Build and maintain relationships with affluent and high-net-worth clients by providing tailored investment guidance.
• Deliver comprehensive financial planning and diversified strategies across multiple asset classes, including equities, fixed income, funds, and structured instruments.
• Work closely with relationship managers to support client acquisition and showcasing advisory capabilities.
• Create or contribute to market updates, portfolio commentary, and client-facing publications to support advisory discussions.
• Conduct regular reviews to ensure portfolios remain aligned with client goals and market dynamics.
• Ensure all recommendations and interactions adhere to regulatory standards and internal policies.

Requirements:

• Minimum 5 years of experience in wealth management, investment advisory, or portfolio management.
• Familiarity with multi-asset investment products.
• Proven track record in managing high-net-worth or affluent client relationship.
• Customer-focused, self-motivated, and meticulous.
• Strong analytical and problem-solving skills, with a keen attention to detail.
• Fluent in Chinese, English and Cantonese.