Investment Counselor

Job Responsibilities: • Provide investment advisory and portfolio solutions based on clients’ investment objectives, risk profiles and market conditions. • Conduct market research and analysis across various asset classes, including equities, fixed income, funds, ETFs, structured products and other investment instruments. • Develop investment ideas and recommendations based on macroeconomic trends, market developments and investment opportunities. • Assist in portfolio construction, asset allocation and portfolio rebalancing to achieve clients’ investment objectives. • Monitor existing investment portfolios and provide regular portfolio reviews and recommendations. • Prepare investment proposals, portfolio analysis, market updates and other investment-related materials. • Evaluate investment products and opportunities, including risk-return characteristics and suitability for different investment strategies. • Liaise with private banks, financial institutions, fund managers and other external counterparties on investment products, market information and execution matters. • Support management and/or Relationship Managers in investment discussions and presentations. • Maintain proper documentation and ensure investment activities comply with internal policies and applicable regulatory requirements. • Perform other investment-related duties and projects as assigned. Requirements: • Bachelor’s Degree in Finance, Economics, Business, Banking or a related discipline. • At least 10 years of relevant experience in investment advisory, private banking, wealth management, asset management, family office or a related financial services environment. • Good understanding of financial markets and multiple asset classes, particularly equities, fixed income and investment funds. • Strong analytical skills with the ability to evaluate investment opportunities independently. • Ability to construct and review investment portfolios based on different investment objectives and risk profiles. • Strong communication and presentation skills. • Proficient in Microsoft Excel and PowerPoint. • CFA, CAIA or other relevant professional qualifications would be an advantage.