Investment Counsellor, Private Bank (Greater China Market)

Some of the key responsibilities will include:

• Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas.
• Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes.
• Senior incumbent is to contribute toward business development, pitching alongside with Relationship Managers for potential new-to-bank business.
• Responsible to assess investment suitability, identify product opportunities, providing bespoke portfolio advice and after sales portfolio monitoring.
• Portfolio covers across asset classes, markets, and jurisdictions; required to combine in depth knowledge of traditional and alternative investments.

To be eligible for this role you will require:

• Strong track record in investment advisory and/or portfolio management.
• Strong communication, and interpersonal skills.
• Ability to adapt and thrive in a fast-paced environment.
• Chartered Financial Analyst or Master degree will be an advantage.

Please contact Kelly Phun or email your cv directly in word format with job reference no. Jo0000007361 to frontoffice@theedgepartnership.com.

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA License: 16S8131

Recruiter License: R1219710