SVP, Investment Counsellor (North Asia Market) , Private Banking, Consumer Banking Group
Core
Provide advisory and investment services to high net worth clients in the North Asia market, developing portfolios and executing trades jointly with Relationship Managers.
Role type
Senior IC investment counsellor (private banking)
Builds
Client portfolios and investment strategies for high net worth individuals
Domain
Private banking, wealth management, North Asia financial markets
Deliverable
client delivery
Required skills
Portfolio management, North Asia market expertise, Private banking products knowledge, Financial market analysis, Investment strategy development, Regulated activities compliance
Preferred skills
CFA designation
Responsibilities
Provide advisory and investment services to high net worth clients, Jointly develop and maintain client relationships with Relationship Managers, Partner with Relationship Managers to review and monitor clients' portfolios and develop appropriate investment strategies, Perform regulated activities and ensure full compliance with policies and regulatory authorities
Seniority
Senior, hands-on IC