Are you an experienced investment professional seeking to transition into Private Banking?
Our client, a well-capitalized Asian Private Bank, is looking for an Investment Counsellor to deliver expert financial advice to high-net-worth individuals and partner closely with Relationship Managers to grow and retain client relationships.

Key Responsibilities:

• Deliver tailored investment advice across multiple asset classes, including Fixed Income, Equities, Structured Products, Mutual Funds, and Alternatives.
  
  

• Conduct joint portfolio reviews with Relationship Managers to ensure alignment with clients financial goals.
  
  

• Evaluate clients financial profiles, risk appetite, and investment objectives to construct holistic, personalized investment strategies.
  
  

• Monitor and communicate market developments and product insights to clients and front-office teams.
  
  

• Prepare customized investment proposals and recommend appropriate product solutions.
  
  

• Support the execution of trades and obtain competitive market quotes when needed.
  
  

Requirements:

• Minimum 4 years of experience in investment advisory, wealth management, or private banking.
  
  

• Strong technical knowledge of investment products and portfolio construction.
  
  

• Sound understanding of financial markets, investment suitability, and regulatory requirements.
  
  

• Exceptional communication and client-facing skills.
  
  

• Proficiency in English, Cantonese, and Mandarin is essential for client engagement and internal collaboration.
  
  

Submit your CV in word format to privatebanking@perennialhr.asia

EA No 23S1936 Reg No R24124819