Investment Counsellor, Private Wealth
Core
Provide investment advisory and execute wealth management product flows for HNW/UHNW, EAM/MFO, and institutional clients.
Role type
Senior IC investment counsellor (private wealth)
Builds
Customised investment solutions and portfolio recommendations
Domain
Private banking / Wealth management
Deliverable
client delivery
Required skills
multi-asset investment knowledge, portfolio construction, risk profiling, suitability frameworks, trade idea generation
Preferred skills
CFA/CAIA designation
Technologies
N/A
Responsibilities
Provide investment advisory across multi-asset classes; Execute and monitor wealth management product flows; Conduct portfolio reviews and propose strategic/tactical asset allocation; Support Relationship Managers in client meetings; Produce market insights and investment commentaries; Coordinate with internal product, trading, and risk teams; Track market developments and generate actionable trade ideas
Seniority
Senior, hands-on IC
