VP, Private Banking Investment Consultant, China Market

VP, Investment Counsellor, China Market

Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. We are looking for an experienced Investment Counsellor to join a well established IC team. Committed to delivering expert investment advisory services, the role will help clients navigate multi-asset-class portfolios. The investment counsellor will be working closely with relationship managers to drive asset growth and market engagement through strategic insights and portfolio management.

Key Responsibilities:

• Provide proactive investment counselling services on multi-asset-class portfolios to Relationship Managers, high net worth clients, External Asset Managers and Family Offices.

• Conduct regular portfolio reviews with relationship managers to align with clients investment goals

• Keep clients and relationship managers informed with the latest market trends and insights.

• Offer timely portfolio updates and investment recommendation

• Execute securities transactions and obtain market quotes when required.

Requirements:

• Minimum 10 years experience in Private Banking Investment Advisory

• Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios.

• CACS Papers 1 & 2, CFA certifications preferred.

• Deep understanding of financial markets and regulatory frameworks.

• Independent yet team-oriented, adaptable, and eager to learn.

• Native Chinese speaking is mandatory to engage Chinese speaking clients in the Greater China region.