Vice President, Investment Counsellor, Private Banking
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Vice President, Investment Counsellor, Private Banking
About the Role
Greater Hong Kong, Hong Kong Area
The Company is seeking a Vice President, Investment Counsellor for a Private Banking role. The successful candidate will be responsible for providing holistic investment advisory services and portfolio solutions to high-net-worth and ultra-high-net-worth clients. This includes aligning recommendations with clients' risk profiles, investment objectives, and market views. The role also involves close partnership with Relationship Managers to identify investment opportunities, conduct client reviews, and drive asset growth and revenue generation. The Vice President will be expected to deliver timely market updates, investment insights, and product recommendations across a range of wealth management solutions, and to support business development efforts through client meetings and seminars. Applicants must have a minimum of 7 years' of experience in a similar role, with at least 2 years' of a proven track record in advisory performance and revenue contribution. A Bachelor's degree in a relevant field is required, and professional qualifications such as CFA, CFP, or equivalent are advantageous. The ideal candidate will have strong investment product knowledge, be fluent in Mandarin, Cantonese, and English, and possess excellent presentation, communication, and stakeholder management skills. The role demands an ambitious, energetic, and client-focused individual with strong commercial acumen, capable of thriving in a fast-paced, entrepreneurial environment, and who is committed to ensuring all advisory activities comply with internal policies and regulatory requirements.
Functions:
- Finance
- Sales/Revenue
About the Company
Private banking and wealth management services for high- and ultra-high-net-worth clients
Industry
Banking
Type
Privately Held
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