Senior Associate/Associate, Assistant Investment Counsellor, Private Banking
Core
Provide product support and portfolio management assistance to Investment Counsellors serving Private Banking clients in Asia.
Role type
Associate/Assistant Investment Counsellor (Private Banking)
Builds
Wealth management, investment, and financial solutions for high-net-worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market understanding, portfolio management, proposal preparation, stakeholder coordination, data gathering, MIS reporting
Preferred skills
Business Chinese proficiency
Technologies
None stated
Responsibilities
Assist Investment Counsellors in marketing efforts, develop client relationships, coordinate with product desks, support portfolio management, gather economic and investment information, compile product recommendation lists, prepare investment proposals, coordinate meeting and training schedules, support Equity and FX Advisory desks with account tagging and MIS.
Seniority
Associate/Assistant level