Assistant Investment Counsellor, Private Banking (Licensed)
Core
Support Investment Counsellors and sales teams in marketing, client relationship management, and portfolio monitoring for private banking clients.
Role type
Assistant Investment Counsellor (Private Banking)
Builds
Long-term client relationships and tailored wealth management solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market knowledge, portfolio management support, proposal preparation, stakeholder coordination, data gathering for investment decisions
Preferred skills
Business Chinese proficiency
Technologies
MIS systems, account tagging tools
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