Job ref no.: CT3127248-01#9114

Investment Counsellor, Private Bank (D/ED)

Eames Consulting

My client is a global bank with first-tier banking facilities across all markets. Renowned for their excellent platform and diversity amongst its people, they are currently seeking for a successful Investment Counsellor to join them in their Private Banking teams in Hong Kong.

This is a Director to ED level role.

Responsibilities

As the successful candidate, you will be responsible for:

  • Providing sound investment advice to Relationship Managers and clients
  • Identifying suitable investment opportunities for UHNW and institutional clients
  • Working with the corporate and investment banking teams to structure products in line with clients’ needs
  • Keeping abreast of market updates and regulations within the investment landscapes
  • Conducting portfolio review for clients on a regular basis to ensure that their investment portfolio is in line with expectations and recommendations

Requirements

  • Tertiary education with a strong academic track record in the related disciplines of Banking and Finance, Economics, Mathematics and Accounting
  • Minimum 15 years of experience working in a similar field in a Private Banking setup
  • Strong knowledge across all investment product classes
  • Self-driven, highly motivated and able to work as a team player

Please reach out for a confidential discussion by clicking Apply Now

Connect with us on Linkedin at: #eamesprivatebanking

Job posted by Abigail Lee - Registration Number: R1546922

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More job information
Job ref no. CT3127248-01#9114
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 14 years - 20 years or above
Career Level
  • Senior management level
Education
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree