My client is a fast growing private wealth management firm with strong presence across the region. To support their expansion, they are now hiring an Investment Counsellor in their team. 

Duties: 

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and risk tolerance.
• Provide personalised investment advice and portfolio management services, including asset allocation, investment selection, and performance monitoring.
• Conduct thorough financial analysis and research to identify investment opportunities and risks.
• Stay up-to-date with market trends, economic developments, and regulatory changes affecting the investment landscape.
• Ensure compliance with all regulatory requirements and internal policies.

Requirement: 

• Minimum of 5 years of experience in investment counselling, portfolio management, or a related field.
• Strong knowledge of investment products, including equities, fixed income, mutual funds, and alternative investments.
• Exceptional communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Proficiency in financial analysis software and tools.
• Fluent in Cantonese, English and Mandarin