Investment Counsellor, Offshore Banking

Responsibilities:
 

• Provide investment support, education and guidance to clients, prospects and Relationship Managers
• Assess client need, experience, expectations and risk tolerance
• Deliver market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism. Develop comprehensive investment strategy and asset allocation appropriate to clients.
• Coordinate execution of investment strategy with appropriate products and services
• Monitor client portfolios for performance, appropriateness and opportunity
• Provide updates on investment insights to clients / prospects and Relationship Managers.
• Provide input and support for the development of new business initiatives and product enhancement
• Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
• Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
• Ensure integrity of sales process and compliance with all FBHK and regulatory policies

Requirements:
 

• University graduate in relevant disciplines is preferable
• 3 years’ experience in financial industry preferable
• Proven track record in investment advisory and/or investment sales in private wealth management, asset management, sell side or buy side;
• Knowledge of private banking business onshore and/or offshore
• Knowledge of competitive and regulatory environment
• Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
• Strong negotiation, complex problem resolution, communication and presentation skills
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity
• Pass in HKSI Licensing Examinations and fulfill registration requirements for Relevant Individual (RI) & Technical Representation (TR)
• Good communication skills
• Proficiency in English and Mandarin