Chief Investment Counselor (Fund Management & Alternative Investment Team)

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Festanstellung, Vollzeit
  • Bank Of China (Hong Kong) Limited
  • 06 Aug 18 2018-08-06

Chief Investment Counselor (Fund Management & Alternative Investment Team)


  • Provide integrated and holistic investment advisory services that cover various asset classes to our private banking clients, including but not limited to personal investment portfolio, family businesses and legacies planning, corporate financial portfolio management advices
  • Collaborate closely with the Directors and Associate Directors to proactively devise and provide insightful investment strategies that fit sophisticated / UHNW / HNW clients' wealth management, liquidity management, legacy planning, asset diversification needs
  • Scrutinize market changes and act swiftly to ensure clients' interests are being safeguarded
  • Actively participate in the client engagement and sales activities by closely collaborating with the various stakeholders, including but not limited to the seniors in the private banking team, other departments and the mother company
  • Track the performance indicators based on the authorities delegated
  • Participate in full spectrum of business development and knowledge building activities, for instance market analysis conferences, skills and knowledge training events
  • Liaise with external parties in the capacity of an agent of the private banking team for execution of investment deals
  • Ensure the end-to-end sales and investment advisory activities are fully compliant


  • University graduate, and additional professional qualifications in Finance or Investment discipline will be a plus
  • At least 10 years of solid working experience in financial industry, particularly in the capacity of an investment counselor in serving UHNW / HNW private banking clients through tailor making suitable investment portfolios
  • Familiar with global, regional and local investment market traits and trends
  • Possesses strong knowledge in fund managment and various alternative investment products
  • Superb holitic portfolio planning capability
  • Strong negotiation, communications, organizational, analytical, customer service and problem-solving skills
  • Possesses consultative selling skills, robust business development and prospecting skills
  • Agile and flexible to adapt
  • Ability to manage client book in a compliant manner
  • Good command of written and spoken English and Chinese (including Putonghua)

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates.

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 24 months of receipt.