Investment Counsellor, Private Banking Investment Counsellor, Private Banking …

Wellesley Associates Limited
à Hong Kong
CDI, Plein-temps
Dernière candidature, 28 nov. 21
100000
Wellesley Associates Limited
à Hong Kong
CDI, Plein-temps
Dernière candidature, 28 nov. 21
100000
Diffusée par:
Janice To • Recruiter
Diffusée par:
Janice To
Recruiter

My client is a fast-growing private bank with global presence and a comprehensive facility in wealth management. It has a newly created headcount for an Investment Counsellor at VP/ Director level.

 

Duties:

·        Provide professional advisory to high net worth clients by actively monitor markets

·        Delivering ideas and trade recommendations; whilst partnering with private banking relationship managers to meet high net worth individuals

·        Enhance services by coordinating with external and internal product providers to offer various products.

·        Ensure work flows and recommendations fulfilled regulatory requirements as well as bank policies.

·        Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model

 

Requirements:

·        7+ years of relevant working experience in private banking / global markets / asset management in investment advisory

·        Solid experience of market commentary and analysis capabilities

·        Strong market knowledge and experience

·        Familiar with the compliance standard and regulatory requirements

·        Good interpersonal and communication skills

·        Strong language proficiency, verbal and written English and Chinese (both Cantonese and Mandarin) are essential

 

If you're interested in this role, forward an up-to-date copy of your CV to j.to@wellesleys.com , or call directly on +852 2847 9957. If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

 

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