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Senior Investment Counsellor

Selby Jennings
Hong Kong
Posted 2 days ago In-Office Permanent Negotiable
Primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution.

Responsibilities

* Provide investment support, education and guidance to clients, prospects and Relationship Managers

* Assess client need, experience, expectations and risk tolerance

* Develop comprehensive investment strategy and asset allocation proposal appropriate to client

* Coordinate execution of investment strategy with appropriate products and services

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Job ID  PR/330406
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