Investment Counsellor
The Investment Counsellor role specialises in building trusted relationships with high net worth and ultra-high net worth clients within our client’s Private Bank. This position focuses on delivering tailored investment advice and overseeing portfolios across multiple asset classes and jurisdictions to optimise client outcomes.
Note: No company description was provided.
Role Overview
The Investment Counsellor operates within a collaborative team, reporting to senior leadership, and works closely with Relationship Managers to develop new business opportunities and grow existing client relationships. Success is measured by the ability to establish credibility, provide actionable investment ideas, and contribute to business development efforts. The role involves managing investment suitability, identifying opportunities, and monitoring portfolios to ensure alignment with client goals.
Key Skills & Experience
- Manage and oversee investment portfolios across asset classes, markets and jurisdictions
- Implement and monitor investment strategies, ensuring compliance with internal and external standards
- Provide bespoke portfolio advice based on client needs and market analysis
- Leverage internal partnerships to deliver comprehensive wealth management solutions
Nice to Have
[Limited data provided — review with hiring manager before publishing]
Key Responsibilities
- Establish trust and credibility with high net worth clients as the primary contact for investment advice
- Analyse market trends and develop actionable investment ideas for clients
- Contribute towards business growth by partnering with Relationship Managers in pitching new business
- Maintain internal control standards and ensure compliance with relevant rules and regulations
Requirements
- Extensive experience in investment advisory, portfolio management or sell-side global markets
- Highly disciplined and self-motivated with strong teamwork skills
- Chartered Financial Analyst or Master degree will be an advantage
- Excellent diplomacy and communication skills to influence and negotiate internally
- Right to work in Asia
- Permanent employment status
- On-site presence required
- Start date: 17/07/2026
- Duration: 2 weeks
If you have the relevant skills and experience, please apply with an updated CV.
