Investment Counsellor Associate, Private Bank

Posted 25 April 2024
Salary HKD420000 - HKD500000 per annum
LocationHong Kong
Job type Permanent
Discipline Financial Services
ContactCathleen Chen

Job description

  • Leading Chinese Private Bank
  • Great Remuneration Package
  • Great Working Culture
job scope.
As the Investment Counsellor Associate for a Leading Chinese Private Bank, your key responsibility will be to:
  • Liaise closely with senior Investment Counsellors and Bankers to provide comprehensive portfolio management, security selection, and platform solution across managed investment and capital markets to clients
  • Liaise with senior Investment Counsellors and provide support in analyzing market trend and preparing investment proposal
  • Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments
  • Provide professional and excellent service to key clients of private banking and private bankers
  • University degree in in Finance, Economics, Business Administration, Accounting or other related discipline.
  • Minimum of 2 years' experience in private banking
  • Strong self-motivation and ability to work independently
  • Good knowledge of various wealth management products and regulations
  • Strong communication and presentation skills
  • Proficiency in both English, Cantonese and Putonghua
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to

Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.