investment counsellor in Hong Kong

cathleen chen, randstad hong kong
job type
HK$ 1,500,000 - HK$ 2,000,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 1,500,000 - HK$ 2,000,000 per month
reference number
cathleen chen, randstad hong kong
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job description

about the company.

Our client is a prestigious private bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced investment professional to join their team as Director in investment advisor.

about the job.
As a director in their investment advisory team, your prime responsibilities are:
  • Partnering with Relationship Managers to service clients, who require frequent interaction with a seasoned bank investment specialist.
  • Providing timely and unbiased investment advice primarily on single stocks, bonds, structured products, FX and/or derivatives.
  • Regularly monitoring client portfolios for performance, risk and opportunities
  • As a team player in executing the Active Advisory team vision.
  • Actively contributing investment ideas to the team as part of “ideas sharing”.
  • Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts
  • Occasional travel to meet clients may be required.
skills & experiences required.
  • More than 15 years in the financial industry
  • Majority of experience in multi-asset Investment Counseling with strong analytical skills, security, derivative and product knowledge as well as communicative abilities
  • Strong background in advising of global capital market securities
  • Fluent in Cantonese, Mandarin and English (both written and spoken)
  • Energetic, hard working, self-motivated team player
  • University degree, CFA charterholder
  • Proficient in Microsoft Office, Bloomberg

The successful candidate will be offered an excellent salary package and career prospect within a prestigious bank. An excellent opportunity to be part of growing business during a period of strategic business expansion.

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Principal Consultant - Banking front office) at 852 2232 3482 for further discussion or email you updated resume to


Alternative investment, private banking, investment advisor, investment advisory, investment consultant, investment counsellor


CFA, CFP, HKSI paper 1, 7, 8

educational requirements

Bachelor Degree