My client is an international Private Bank with strong global presence. They have achieved a strong results this year and is adding a new headcount to support their business.
Responsibilities:
- Conduct in-depth consultations with clients to understand their investment goals, financial situation, and risk appetite
- Analyze clients investment portfolios and make appropriate investment recommendations based on their objectives
- Collaborate with sales and portfolio managers to develop investment strategies tailored to clients needs
- Ensure deals & trade transactions are accurately and fairly executed in accordance to regulations & Management policies
Requirements:
- Bachelor's degree in Business, Finance, or a related field.
- At least 8 years of experience in investment counsellor in wealth management or private bank
- Sound knowledge of multi-asset investment products
- Good communication skills
