Investment Counsellor / Investment Advisor, Private Bank

Hays Hong Kong

Posted 3 days ago Permanent Competitive

Your new company

Opportunities with leading international and European private banks.
Openings available at VP / Director level for international private banks and ED level for a European private bank.
Well-established private banking platforms with strong investment capabilities, entrepreneurial culture, and growth ambitions.

Your new role

Provide holistic investment advisory services to UHNW and HNW private banking clients across multi-asset classes, including equities, fixed income, FX, alternatives, structured products, and funds.
Generate investment ideas, portfolio strategies, and tactical asset allocation recommendations aligned with clients' objectives and risk profiles.
Partner closely with Relationship Managers to drive client engagement, enhance portfolio solutions, and identify business development opportunities.
Deliver timely market updates, investment insights, and thematic investment views to clients through meetings, portfolio reviews, and investment presentations.
Contribute to revenue generation through the provision of high-quality investment advice and effective execution of investment opportunities.

What you'll need to succeed

Minimum 7 years of stable and relevant experience as an Investment Counsellor (IC) and/or Investment Advisor (IA) within a private banking environment.
Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline. Professional qualifications such as CFA, CAIA, or CFP are advantageous.
Demonstrated track record of revenue generation and advisory achievements, with the ability to partner effectively with Relationship Managers and clients.
Strong multi-asset investment knowledge covering equities, fixed income, structured products, funds, alternatives, and portfolio construction.
Fluent in Cantonese, Mandarin, and English. Open to candidates from both traditional private banking and semi-private IC/advisory platforms.

What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to jane.chan@hays.com.hk or contact me at 2230 7451.

Job ID 1289572

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ABOUT COMPANY

Hays Hong Kong

Hong Kong

HR & Recruitment

Hays Hong Kong Limited ("Hays Hong Kong") is the one of the leading specialist recruitment companies in Hong Kong in recruiting qualified, professiona...

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