Junior Investment Counsellor / Assistant, Private Banking

Your new company

Our client is a large and well-established international private bank with a strong global presence and a long-standing reputation for delivering comprehensive wealth management and investment advisory services to high-net-worth clients.


Your new role

• Support Investment Counsellors in delivering investment advisory services to private banking clients, including portfolio monitoring and performance analysis
  
• Assist in preparing investment proposals, market updates, and client presentation materials
  
• Execute investment transactions across various asset classes and ensure timely follow-up with internal stakeholders
  
• Conduct investment research and product analysis to support portfolio construction and tactical investment ideas
  
• Maintain accurate client records and ensure compliance with internal policies and regulatory requirements

What you'll need to succeed

• Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline
  
• Solid understanding of investment products, including equities, fixed income, funds, FX, and structured products
  
• Hands-on experience in trade execution, investment operations, or dealing support within banking or financial institutions
  
• Proficient in Cantonese, Mandarin, and English (spoken and written)
  
• Relevant regulatory licenses (e.g. HK SFC Type 1 and/or Type 4) are preferred or willingness to obtain
  

What you need to do now