SVP, Investment Counsellor - International Priavte Bank

Hong Kong

Permanent

$720,000 - $1,680,000 HKD a year

Wealth Management

PR/597806_1783920895

Our client, a leading international wealth management platform, is seeking an experienced investment professional to partner closely with private bankers in delivering sophisticated investment solutions to high-net-worth and ultra-high-net-worth clients.

The successful candidate will provide holistic portfolio advice, market insights, and investment implementation support across a broad range of asset classes, helping clients navigate evolving market conditions and achieve their long-term financial objectives.

Key Responsibilities

Deliver tailored investment advice and portfolio solutions to affluent and ultra-high-net-worth clients.
Partner with private bankers to develop and implement investment strategies aligned with clients' financial goals, liquidity needs, and risk appetite.
Provide insights on global markets, macroeconomic developments, and investment opportunities across multiple asset classes.
Support investment execution and ensure seamless coordination with product specialists and internal stakeholders.
Act as a trusted advisor during client meetings, portfolio reviews, and investment discussions.
Contribute to business growth by deepening existing relationships and identifying opportunities to broaden investment engagement.

Requirements

Bachelor's degree in Finance, Economics, Business, or a related discipline.
10+ years of experience within private banking, wealth management, investment advisory, asset management, or capital markets.
Strong knowledge of multi-asset investing, including equities, fixed income, foreign exchange, alternatives, and structured investment solutions.
Proven ability to discuss and present investment ideas to sophisticated investors and family offices.
Excellent communication, presentation, and relationship management skills.
Relevant regulatory qualifications required to conduct investment advisory activities in Hong Kong.

FAQs

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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 resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.

This role doesn’t 100% suit my next professional move, can you help?

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 resume so you can be considered for roles that have yet to be created.

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