Investment Counsellor – Multi Asset, Private Banking

Full time Permanent in Banking & Finance

Job Detail

  • Job ID 16929
  • Offered Salary 0
  • Career Level Management
  • Experience Fresh or +
  • Industry Banking / Finance / Investment
  • Qualifications Others

Job Description

Requirements:

  • 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

Requirements

  • 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

To apply, please send your CV by clicking “Apply Now”. Thanks.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

CTgoodjobs