VP, Investment Counsellor (Private Bank)Get AI-powered advice on this job and more exclusive features. We are representing our Private Banking client for a dynamic Investment Counsellor role to support their Private Bankers in delivering tailored portfolio solutions across asset classes. The role involves interpreting economic trends, generating actionable investment ideas, and providing product recommendations. You’ll co-present to clients, prepare proposals, and execute trades across various financial instruments. Requirements: You should have over 10 years of experience in investment advisory, research, trading, and sales across FX, equities, and related markets, with a deep understanding of financial markets, portfolio construction, and economic analysis. Proven expertise across asset classes and asset allocation is essential, with CFA qualifications preferred. Strong client-facing and presentation skills are necessary, along with the ability to work independently and within a collaborative, fast-paced team. This role offers the opportunity to provide strategic investment insights while building strong client relationships. Proficiency in English and Mandarin is required. Seniority level Mid-Senior level Employment type Full-time Job function Banking
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