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Vice President/Director, Investment Counsellor

Salary undisclosed

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Roles and Responsibilities:

- Strong producer and teamwork believer: able to cover own clients' portfolios independently as well as contribute to the team in other aspects

- Provide investment advisory services and recommendations across multiple asset classes to clients

- Service and develop clients by providing investment advice in a holistic approach through a combination of technical knowledge and a structured investment approach

- Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan

- Identify product solutions for client needs, based on view of the market

- Work in close partnership with the internal teams, including but not limited to relationship managers, specialists, product managers and developers

Qualifications:

- University degree holder in any discipline, with minimum 2 years of professional experience in a similar investment advisory capacity (open to candidates with markets or asset management experience with strong investment experience)

- Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments

- Strong understanding of the needs and sensitivities of UHNW clients in the region (private individuals and families)

- Proven track record on investment management performance and ability to engage with China clients

- Able to work under minimal supervision; adaptable to work in demanding environment

- Strong analytical and communication skills

- Detail-oriented and results-focused

- Proficiency with MS Office applications like Excel and PowerPoint

Roles and Responsibilities:

- Strong producer and teamwork believer: able to cover own clients' portfolios independently as well as contribute to the team in other aspects

- Provide investment advisory services and recommendations across multiple asset classes to clients

- Service and develop clients by providing investment advice in a holistic approach through a combination of technical knowledge and a structured investment approach

- Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan

- Identify product solutions for client needs, based on view of the market

- Work in close partnership with the internal teams, including but not limited to relationship managers, specialists, product managers and developers

Qualifications:

- University degree holder in any discipline, with minimum 2 years of professional experience in a similar investment advisory capacity (open to candidates with markets or asset management experience with strong investment experience)

- Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments

- Strong understanding of the needs and sensitivities of UHNW clients in the region (private individuals and families)

- Proven track record on investment management performance and ability to engage with China clients

- Able to work under minimal supervision; adaptable to work in demanding environment

- Strong analytical and communication skills

- Detail-oriented and results-focused

- Proficiency with MS Office applications like Excel and PowerPoint