Investment Counsellor - Multi Asset, Private Banking

Requirements:

• As a key Investment Counsellor for a dedicated group of clients, understand client risk appetite, investment preference and return expectations 
• Partner with Relationship Managers to conduct portfolio review and provide periodical investment idea follow up within client portfolio context
• Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
• Be able to manage a multi-asset class product protfolio
• Keep abreast of the market trends, news, products available in the market
• Review client investment portfolios, deliver good investment performance commensurate with the clients' risk and return appetite
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy

 Requirements 

• Proven track record in Investment Advisory and experience in portfolio management, brokerage or institutional sales 
• Strong and wide financial products expertise
• Client-focused, with strong sales, analytic, technical, teamwork, and relationship building skills
• Strong negotiation, complex problem resolution, communication, and presentation in both written and oral skills
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity

To apply, please send your CV to Donna (by clicking Apply Now. Thanks. 

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