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
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.Â
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.