We are exclusively mandated by a leading Global Private Bank to identify an elite Senior Investment Counsellor for their high-growth China Offshore team. This role leverages a powerhouse Investment Banking (CIB) platform to deliver institutional-grade solutions to the most successful Mainland Chinese families and entrepreneurs
about the company.
Our client is a premier Global Private Bank renowned for its "One Bank" philosophy, seamlessly integrating Corporate and Investment Banking (CIB) capabilities with bespoke Wealth Management. They are a dominant force in the UHNW segment, providing clients with exclusive access to world-class research, capital markets, and sophisticated "New Economy" investment opportunities. The bank is currently strategically expanding its footprint within the Mainland China offshore market.
about the job.
... Act as the lead investment authority for the China Offshore team, providing high-touch, multi-asset advisory to UHNW Mainland Chinese clients.
Partner with Relationship Managers to drive AUM growth through sophisticated portfolio construction and tactical asset allocation.
Deliver complex investment solutions, including structured products, derivatives, and exclusive Private Equity/Venture Capital feeds.
Utilise the bank’s CIB platform to provide institutional-grade services to "New Economy" tycoons and established family offices.
Ensure all advisory activities are conducted with the highest level of regulatory integrity, adhering to SFC and HKMA standards.
skills & experience required.
Mainland China nationality/background with native-level Mandarin fluency is a mandatory requirement for this role.
Minimum 10-15 years of experience in an Investment Counsellor (IC) or Senior Portfolio Advisory capacity within a Private Bank in Hong Kong.
Proven track record of managing and advising Chinese HNW/UHNW portfolios with a deep understanding of their risk appetite and offshore wealth requirements.
Expertise in multi-asset classes, including a seasoned track record in complex derivatives and structured products.
Bachelor’s degree in Finance or Economics; CFA or CPWP qualifications are highly preferred.
Must hold valid SFC Type 1 and 4 licenses.
compensation & platform
- Market-Leading Base: Competitive basic salary up to $2M HKD (commensurate with seniority and track record).
- Incentive Structure: Access to a Tier-1 discretionary bonus pool that rewards high-performance advisory and AUM growth.
- Institutional Support: Access to a world-class research engine and a robust Capital Markets platform, ideal for handling sophisticated "New Economy" tycoons and "Old Money" families.
If you are interested in this role, please click 'Apply Now' or send your CV directly to pearl.chu@randstad.com.hk.
