Investment Counselor for fast growing Swiss Private Bank
Hamlyn Williams
Hong Kong, Hong Kong

As an investment counselor, you will be working closely with bank's HNW clients & Relationship Manager to provide investment advice in multi asset class.

Your responsibility included :

  • Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  • Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile.
  • Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
  • Monitor client portfolios for performance, appropriateness and investment opportunities.
  • Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds.
  • Requirements

  • 8+ years of experience in private banking as an Investment Counsellor or Advisor
  • Direct experience with HNW or UHNW customer segments
  • Strong presentation and communication skills Mandarin, English and Cantonese
  • Bachelor's Degree in Finance, Business, Economics or equivalent;
  • Interested candidate please click APPLY NOW or send me an email at C.Lee (Attn : Claudia Lee) for a private & confidential conversation.



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