VP/D/ED, Investment Counsellor, Private Banking

Company : Hays

Job Type : Full Time

Hong Kong

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

Your new role

Provide holistic investment advisory services and portfolio solutions to HNW and UHNW clients, aligning recommendations with clients' risk profiles, investment objectives, and market views.
Partner closely with Relationship Managers to identify investment opportunities, conduct client reviews, and drive asset growth and revenue generation across the client portfolio.
Deliver timely market updates, investment insights, and product recommendations covering equities, fixed income, structured products, funds, alternatives, FX, and other wealth management solutions.
Support business development efforts through client meetings, investment seminars, portfolio presentations, and acquisition of new client assets.
Ensure all advisory activities comply with internal policies, regulatory requirements, and suitability standards while maintaining a high level of client service excellence.

What you'll need to succeed

Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline; professional qualifications such as CFA, CFP, or equivalent are advantageous.
Minimum 7 years of Investment Counsellor / Relationship Manager experience within private banking, wealth management, semi-private and retail banking, with at least 2 years of proven and demonstrable track record in advisory performance and revenue contribution.
Strong investment product knowledge across equities, fixed income, funds, structured products, FX, alternatives, and discretionary portfolio solutions.
Fluent in Mandarin, Cantonese, and English, with excellent presentation, communication, and stakeholder management skills.
Ambitious, energetic, and client-focused self-starter with strong commercial acumen and the ability to thrive in a fast-paced, entrepreneurial environment.

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 me at 2230 7451.

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VP/D/ED, Investment Counsellor, Private Banking

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

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