Investment Counsellor (AVP-VP), Private Bank

Your new company

We are a leading European private bank with a long-standing heritage in wealth management, offering bespoke investment solutions and high‑touch advisory services to high‑net‑worth clients across global markets. Our culture values integrity, expertise, and a client‑first mindset.


Your new role

• Deliver tailored multi‑asset investment advisory across equities, fixed income, funds, FX and alternative products to meet clients' wealth objectives.
  
• Achieve individual revenue and activity targets, contributing to both advisory and transactional income through proactive portfolio reviews and investment ideas.
  
• Work closely with Relationship Managers to identify client needs, enhance wallet share, and drive client engagement through joint meetings.
  
• Monitor market trends and portfolio risks, ensuring investment strategies remain aligned with clients' risk profiles and regulatory requirements.
  
• Present market outlooks and investment themes in client meetings, events, and internal briefings with strong communication and presentation skills.

What you'll need to succeed

• 5-8 years of relevant experience in investment advisory, portfolio counselling or wealth management within private banking or related financial institutions.
  
• Strong multi‑asset class knowledge, with proven ability to generate investment ideas and articulate market insights.
  
• Proven track record of meeting revenue, advisory, or KPI targets, ideally with direct client-facing exposure.
  
• Excellent communication skills, highly presentable, and confident in client‑facing interactions.
  
• Fluency in English, Cantonese, and Mandarin is mandatory.
  

What you need to do now