Investment Counselor

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Job Summary:

This position is responsible for supporting a team of relationship owners and enable them to build business relationships with high-net-worth individuals, their families, family offices and institutions.

Duties and Responsibilities:

• Developing and maintaining business relationships with target clients, in order to identify opportunities for bespoke financial solutions.

• Providing investment advisory and asset allocation services.

• Manage flow of views and ideas between Research / Trading / Client Solutions and Relationship Managers / Investment Specialists. Regularly communicates with research and trading partners to update views and generate new trade ideas.

Qualifications:

• Graduate of Economics/ Business/ Finance degree or other related studies, MBA is an advantage

• With at least 5 years of strong work experience and background in research, investment sales, private banking or wealth management

• Preferably a Certified Treasury Professional and SEC Fixed Income Market Salesman license holder

• Excellent communication and presentation skills; Confident in talking to high net worth clients and internal partners