Your new company Join a prestigious international private bank with a long-standing heritage and a strong presence across global financial markets. The firm is known for its client-centric approach, robust investment capabilities, and collaborative culture. We are currently seeking a seasoned Investment Counsellor (Director grade) to join our Advisory team.
Your new role - Partner closely with Relationship Managers to deliver tailored investment advice to high-net-worth clients.
- Provide holistic and unbiased recommendations across asset classes including equities, bonds, FX, structured products, mutual funds, discretionary mandates, and private market investments.
- Monitor client portfolios regularly to assess performance, risk exposure, and identify new opportunities.
- Contribute actively to team-wide investment idea sharing and strategy discussions.
- Proactively manage a portfolio of assigned accounts and maintain strong client engagement.
What you'll need to succeed - Minimum 10 years of stable experience in international private banking, with a focus on investment counselling or product advisory.
- Proven expertise in multi-asset investment strategies and deep knowledge of products, e.g. derivative, structured product, fund, private market, etc.
- Strong analytical and quantitative skills, with the ability to evaluate portfolio risks and recommend optimal solutions.
- Fluent in both Mandarin and English (spoken and written), with excellent communication skills.
- CFA designation preferred; proficiency in Bloomberg and Microsoft Office tools is essential.
What you need to do now If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to jane.chan@hays.com.hk or contact 2230 7451.