Our Client, a leading international Private Bank is urgently looking for Investment Counsellor to join their product advisory team to deliver investment solutions to high-net-worth clients. Product coverage includes Equities, Bonds, FX, Funds, DPM and Structured Solutions.

  • Accountable for identifying client needs, developing investment strategy, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution, and monitoring portfolio performance.
  • Maintain regular contacts with clients via calls, meetings and any other marketing events organized by the bank. Timely disseminate information of market/product analysis to clients.
  • Partner with relationship managers to attract prospects or to deepen existing client relationships through the demonstration of sophisticated market knowledge, investment intelligence and professionalism.
  • Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
  • Other tasks as assigned by Department Head.


  • University degree with professional qualifications such as CFA or CPWP preferred
  • Minimum of six years’ experience in investment advisory function or minimum of ten years’ experience in product specialist function with exposure to various asset classes in a reputable private wealth management firm or private bank
  • Fluent in English and Chinese (good Mandarin speaker)
  • Demonstration of analytical ability and multi-asset class product expertise
  • Self-starter with good presentation and interpersonal skills
  • Strong team spirit with positive attitude

Interested parties, please send your updated CV (in word file) with current & expected package by uploading the file below:

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