D/ED grade, Investment Counsellor, Private Banking

Company : Hays

Job Type : Full Time

Hong Kong

Number of Applicants

000+

Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - D/ED grade, Investment Counsellor, Private Banking

Your new company

Join well-established private banks 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 or Executive 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 15 years of stable experience in international private banking, with a focus on investment counselling or product advisory. For Director grade, we are open to talents with 10+ years of experience.
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 [email protected] or contact 2230 7451.

Original job D/ED grade, Investment Counsellor, Private Banking posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Apply Now

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Investment Counsellor Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Investment Counsellor Jobs in Hong Kong

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

D/ED grade, Investment Counsellor, Private Banking

Job Description - D/ED grade, Investment Counsellor, Private Banking

Similar Investment Counsellor Jobs in Hong Kong

Mobile Apps