(SENIOR) INVESTMENT COUNSELLOR, PRIVATE BANK

• Well established Private Bank
• Excellent Career Opportunity

Our client is a well established private bank with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them.

Formulate investment strategies and work with Relationship Managers in managing client portfolios. Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile. Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs. Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.   Participate as a member of the Product Council to generate products solutions. Keep abreast of products in the market. Propose new product ideas. Promote ideas approved and endorsed by the Product Council. Take collective responsibility and accountability for products discussed and endorsed at the Product Council. Develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes.  

To be considered, you should be a degree holder in with a minimum of 12 years’ in financial industry in an investment advisory position. Strong interpersonal and communications skills. Excellent Strong analytical and strategic thinking skills. Team player. Fluency in English and Chinese.

Interested applicants should send a detailed resume to Michelle Ho by email to mho@ric.com.hk quoting reference eFC3441.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)