Director, Investment Counsellor, Private Bank
The Edge Partnership
Hong Kong

Some of the key responsibilities will include

  • Proactive in communicating multi-asset investment ideas to Private Bankers and high net worth clients within the Greater China Region
  • Drive advisory product ideas
  • Active monitoring of client investment portfolios and conducting portfolio reviews
  • Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions for clients
  • To be eligible for this role you will require

  • A minimum of four years of client advisory experience in wealth management, premier or priority banking is mandatory
  • Excellent knowledge of global financial markets and current affairs.
  • Fluent in Cantonese and Mandarin as the role is required to communicate with clients in these languages
  • Linguistic proficiency and cultural awareness
  • Good analytic, communication, presentation skills
  • Passionate about client service. Persistent and persuasive
  • HKMA Relevant Individual, HKSI Licensed Individual and CPWP qualification will be a plus.
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