SVP, Investment Counsellor (North Asia Market) , Private Banking, Consumer Banking Group
Core
Provide advisory and investment services to high net worth clients in North Asia, developing portfolios and executing trades jointly with Relationship Managers.
Role type
Senior Investment Counsellor (Private Banking)
Builds
Long-term client relationships and tailored wealth management solutions for high net worth individuals in North Asia
Domain
Private Banking / Wealth Management / North Asia Financial Markets
Deliverable
client delivery
Required skills
Portfolio management, North Asia market expertise, Private banking product knowledge, Financial market analysis, Regulatory 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; Review and monitor clients' portfolios and develop appropriate investment strategies; Perform regulated activities and ensure full compliance with policies and regulatory authorities