INVESTMENT COUNSELLOR, PRIVATE BANK (VP to Director Level)

A well established private bank is looking for a high calibre candidate to join as Invesment Counsellor, Private Bank (VP to Director level). The position is based in Hong Kong.

Recruitment Intelligence Consultants Limited - Hong Kong - Full time

Salary: competitive package

  • Well established Private Bank
  • Excellent Career Opportunity

Our client is a well established private bank with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them

  • Provide investment support, education and guidance to clients, prospects and Relationship Managers
  • Assess client need, experience, expectations and risk tolerance
  • Develop comprehensive investment strategy and asset allocation proposal appropriate to client
  • Coordinate execution of investment strategy with appropriate products and services
  • Ensure use of open architecture product selection to ensure best in class product offering
  • Monitor client portfolios for performance, appropriateness and opportunity
  • Provide updates on investment opportunities to clients, prospects and Relationship Managers
  • Provide input and support for the development of new business initiatives and product enhancement
  • Identify and communicate issues or limitations related to product, platform, operations, systems or pricing.
  • Maintain current knowledge of competitor investment capabilities, product offering and pricing policies.
  • Ensure integrity of sales process and compliance with regulatory policies.
  • Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

Requirements

  • Proven track record in investment advisory, with a minimum of 10 years relevant experience.
  • Knowledge of client onboarding process and due diligent requirements
  • Experience in portfolio management, brokerage or institutional sales useful
  • Demonstrated experience in buy side financial markets
  • Knowledge of private banking business onshore and offshore, and competitive and regulatory environment
  • Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
  • Strong negotiation, complex problem resolution, communication and presentation written and oral skills
  • Sound judgement, keen sense of urgency, and high level of professional and personal integrity

Interested applicants should send a detailed resume to Michelle Ho by email to mho@ric.com.hk quoting reference eFC3615.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)

22960701
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