VP, Investment Counsellor - Chinese Private Wealth Management
My client is top Chinese private wealth management firm. They have strong banking background and is growing rapidly in Hong Kong. They have achieved a strong results this year and is now adding a new headcount to support their growth.
Responsibilities:
- Conduct in-depth consultations with clients to understand their investment goals, financial situation, and risk appetite
- Analyze clients' investment portfolios and make appropriate investment recommendations based on their objectives
- Collaborate with sales and portfolio managers to develop investment strategies tailored to clients' needs
- Ensure deals & trade transactions are accurately and fairly executed in accordance to regulations & Management policies
- Support business development efforts by participating in client meetings, presentations, and proposals
Requirements:
- Bachelor's degree in Business, Finance, or a related field.
- At least 8 years of experience in investment counsellor in wealth management or private bank
- Sound knowledge of multi-asset investment products
- Good communication skills
- Occasional travelling is required
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.