director, investment counsellor - private banking in Hong Kong

posted
contact
rick chung, randstad hong kong
job type
permanent
salary
HK$ 1,500,000 - HK$ 2,500,000 per year
apply now

job details

posted
location
hong kong
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
HK$ 1,500,000 - HK$ 2,500,000 per year
experience
10 years
reference number
91M0087677_1552625849
contact
rick chung, randstad hong kong
apply now

job description

about the company.

Our client is one of the leading global financial institutions. They are currently looking for an experienced Investment Counsellor to join their rapidly growing business here in Hong Kong.

about the team.

This team is for Hong Kong and China Market with full of creative ideas, supported by extensive team and resources in the back end.

about the job.

  • Actively provide advisory and investment ideas, and deliver professional service to UHNW clients in private banking
  • Partner with Relationship Managers to review and improve clients’ portfolios and design the suitable investment strategies
  • Jointly develop and maintain client relationship with Relationship Managers, provide market information, portfolio investment advice and execution services to Relationship Managers and clients promptly
  • Perform regulated activities and ensure full compliance with policies, standards, guidelines & procedures laid down by the Bank and regulatory authorities, particularly those applicable to the course of selling

skills & experiences required.

  • Proven track record in investment advisory
  • Experience in portfolio management, brokerage or institutional sales useful
  • Demonstrated experience in buy side financial markets
  • Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment
  • Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
  • Strong negotiation, complex problem resolution, communication and presentation written and oral skills
  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity

If you are interested in this position, please click link to apply. If you would like to know more about this role, please contact Rick Chung at +852 2232 3426 for confidential conversation or send latest CV in WORD format to rick.chung@randstad.com.hk

skills

private banking, investment consultant, investment Counsellor, Wealth management, WM, PB, IC, investment strategy, product, FX, fixed Income, bands, equities, structure products, funds, global funds, HNW, UHNW

qualification

private banking, investment consultant, investment Counsellor, Wealth management, WM, PB, IC, investment strategy, product, FX, fixed Income, bands, equities, structure products, funds, global funds,

educational requirements

Bachelor Degree