Investment Counsellor – Multi Asset, Private Banking

Full time Permanent in Banking & Finance

Job Detail

  • Job ID 20998
  • Offered Salary 0
  • Career Level Management
  • Experience Fresh or +
  • Industry Banking / Finance / Investment
  • Qualifications Others

Job Description


  • As a key Investment Counsellor for a dedicated group of clients, understand client risk appetite, investment preference and return expectations
  • Partner with Relationship Managers to conduct portfolio review and provide periodical investment idea follow up within client portfolio context
  • Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Be able to manage a multi-asset class product protfolio
  • Keep abreast of the market trends, news, products available in the market
  • Review client investment portfolios, deliver good investment performance commensurate with the clients’ risk and return appetite
  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy


  • Proven track record in Investment Advisory and experience in portfolio management, brokerage or institutional sales
  • Strong and wide financial products expertise
  • Client-focused, with strong sales, analytic, technical, teamwork, and relationship building skills
  • Strong negotiation, complex problem resolution, communication, and presentation in both written and oral skills
  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity

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