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Banking & Financial Services

PB RM / Investment Counsel - Private Wealth Management

Job details

Location: Hong Kong
Salary: Negotiable
Job Type: Permanent
Discipline:
Reference: 77405_1732182253
Posted: 21 days ago

Job description

Our client is a renowned Chinese securities firm. They are looking for someone to join as an RM in Private Wealth Management and an Investment Counsel.

RM, Private Wealth - Job Description

  • Acquiring High Net Worth Clients and managing existing relationships.
  • Offering tailored investment advice based on clients' needs and risk profiles, in alignment with the firm's views on various products and asset classes.
  • Driving AUM growth and revenue generation
  • Customizing portfolio proposals by allocating client funds across products such as funds, equities, and other asset classes.
  • Actively reviewing and monitoring clients' assets under management (AUM) through timely buy/sell/hold recommendations based on clients' preferred allocations.

Investment Counsel, Private Wealth - Job Description

  • Support Relationship Managers in positioning and delivering investment solutions to clients and prospects within Private Wealth Management.
  • Generate comprehensive portfolio investment ideas, articulate investment concepts, create investment proposals, and conduct portfolio reviews.
  • Understand, adhere to, and demonstrate compliance with all relevant internal and external rules, regulations, and procedures applicable to the business, particularly regarding Internal Controls and Compliance policies.

Requirements:

  • 7 to 10 years of experience preferred.
  • Previous experience in client relationship management.
  • Strong product knowledge (e.g., funds, equities, margin financing, insurance, structured products).
  • Proven track record in investment or investment advisory, with experience in portfolio management, brokerage, or institutional sales.
  • Good working knowledge of multi-asset product classes.
  • Bachelor's degree or higher in a business-related field.
  • Strong communication skills, with a preference for proficiency in spoken and written Mandarin.

"Interested candidates, please send an updated CV to kelvin.lam@ charterhouse.com.hk