Investment Counsellor, Chinese speaking

Investment Counsellor role in Private Banking division, offering personalized investment advice and solutions to high-net-worth clients in Asia, leveraging expertise in financial markets, investment products, and portfolio management.

Requirements

• Act as a key advisor for clients' investment portfolios
• Guide asset allocation strategies and provide portfolio recommendations
• 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