VP/D/ED, Investment Counsellor, Private Banking
Core
Provide holistic investment advisory services and portfolio solutions to HNW and UHNW clients, aligning recommendations with clients' risk profiles, investment objectives, and market views.
Role type
VP/D/ED Investment Counsellor (Private Banking)
Builds
Client portfolios across equities, fixed income, structured products, funds, alternatives, FX, and other wealth management solutions.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge (equities, fixed income, funds, structured products, FX, alternatives), Portfolio management, Client advisory, Business development, Regulatory compliance, Market analysis
Preferred skills
CFA, CFP, or equivalent professional qualifications
Technologies
N/A
Responsibilities
Partner with Relationship Managers to identify investment opportunities and drive asset growth, Deliver timely market updates and investment insights, Support business development through client meetings and seminars, Ensure advisory activities comply with internal policies and regulatory requirements
Seniority
VP/D/ED, Senior Leadership