Investment Counsellor - Private Wealth Management
My client is a fast growing private wealth management firm with strong presence across the region. To support their expansion, they are now hiring an Investment Counsellor in their team.
Duties:
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and risk tolerance.
- Provide personalised investment advice and portfolio management services, including asset allocation, investment selection, and performance monitoring.
- Conduct thorough financial analysis and research to identify investment opportunities and risks.
- Stay up-to-date with market trends, economic developments, and regulatory changes affecting the investment landscape.
- Ensure compliance with all regulatory requirements and internal policies.
Requirement:
- Minimum of 5 years of experience in investment counselling, portfolio management, or a related field.
- Strong knowledge of investment products, including equities, fixed income, mutual funds, and alternative investments.
- Exceptional communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Proficiency in financial analysis software and tools.
- Fluent in Cantonese, English and Mandarin
FAQs
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