Director, Investment Counsellor - Private Banking

Our client is a well-established and rapidly growing financial institution based in Hong Kong, renowned for its excellence in the banking sector. This esteemed client is a leading player in the Asian market, known for its comprehensive range of financial services and commitment to delivering high-quality investment solutions.

Requirements

• Demonstrated skill in implementing and managing investment portfolios
• Maintain trusting relationships with high-net-worth clients
• Actively contribute to business growth
• Responsible for determining investment suitability
• Conduct regular meetings with clients
• Analyse clients' financial situations
• Monitor and review client portfolios
• Stay abreast of market trends
• Collaborate with internal teams
• Ensure compliance with regulatory requirements

Benefits

• Competitive salary
• Performance-based incentives
• Comprehensive benefits package
• Health insurance
• Retirement plans
• Professional development opportunities