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Private Banking, Investment Counsellor (NRI & International HNW & UHNW clients)

Privee Associates Limited Hong Kong
Full time Permanent On-site HK$1m - HK$2m

About the job

Role Summary

Join a major international private bank as an Investment Counsellor, serving Non-Resident Indian (NRI) and International high-net-worth clients. This role combines investment advisory and integrated wealth management expertise, positioning you as a trusted partner to Relationship Managers in delivering sophisticated portfolio solutions and investment guidance to multi-jurisdiction entrepreneurs, families, and professionals.

Key Responsibilities

  1. Lead or co-lead investment conversations with NRI and International HNW/UHNW clients, translating institutional market views into tailored, client-appropriate recommendations.
  2. Construct and manage portfolios across discretionary and advisory mandates, ensuring alignment with client risk profiles, liquidity requirements, and cross-border considerations.
  3. Develop and shape investment product strategy including funds, alternative investments, structured products, and FX overlay solutions in collaboration with specialists and trading desks.
  4. Maintain rigorous suitability, disclosure, and documentation standards in accordance with Hong Kong private banking regulatory frameworks.
  5. Monitor market conditions and portfolio holdings, proactively identifying rebalancing opportunities and risk mitigation strategies for RM partners.
  6. Support investment reviews, RFPs, and pitch materials that strengthen and deepen client relationships.
  7. Collaborate cross-functionally with credit, wealth planning, and specialist teams where investment solutions intersect lending or structuring requirements.

Team & Reporting Line

You will work closely with Relationship Managers and sit at the intersection of front-office client engagement and back-office product expertise, collaborating across a scaled Asia private banking platform with institutional-grade capabilities.

Location & Work Mode

Hong Kong-based role with a focus on serving NRI and International clients rather than a China-only mandate, requiring active participation in client meetings and front-office collaboration.