Investment Advisory, Equities, Private Bank

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.

As an Investment Counsellor, you will provide bespoke multi-asset and equity investment advice and solutions to HNW and UHNWand families. Leveraging your expertise in equity markets, financial products, and multi-asset investment strategies, you will work alongside Relationship Managers to craft sophisticated, client-centric investment propositions. This role requires a strong understanding of Asian and global equity markets and the ability to navigate complex investment opportunities.

Key Responsibilities:

• Provide bespoke equity and multi-asset advice, identifying opportunities across global and Asian markets.

• Lead equity advisory, offering strategic market insights, equity research, and actionable investment ideas to clients and Relationship Managers.

• Build and maintain trusted long-term client relationships, ensuring exceptional service and satisfaction.

• Partner with Relationship Managers to expand client relationships and grow assets under management.

• Conduct regular client meetings to review investment positioning and present forward-looking market strategies.

• Analyze client objectives, financial goals, and risk profiles to design tailored equity-focused investment solutions.

• Ensure all investment activities comply with internal policies, risk management standards, and regional regulatory requirements.

Requirements:

• Minimum 10 years experience in Private Banking Investment Advisory

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

• Deep understanding of financial markets and regulatory frameworks.

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

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

If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume in word format to apply.

EA No 23S1936