AD, Investment Counsellor, Greater China Market

As an Investment Counsellor in the Private Banking division, you will be responsible for offering personalized investment advice and solutions to high-net-worth clients in the Greater China Market. The role requires a deep understanding of the Asian financial landscape and an ability to navigate complex investment strategies.

Requirements

• Act as a key advisor for clients' investment portfolios, ensuring alignment with their risk profiles and financial goals.
• Guide asset allocation strategies and provide portfolio recommendations to Relationship Managers and clients.
• Deliver regular investment updates through presentations, seminars, and portfolio performance reviews.
• Educate and support RMs in promoting and understanding investment solutions and products.
• Work closely with RMs to tailor client portfolios
• Increase product penetration and AUM through collaboration with internal teams.
• Identify and develop new client opportunities within internal networks across Asia Pacific.