Investment Counselor
Investment Counselor

Coverage Area
Private Wealth Management
Hong Kong
Institution Type
Family Office
Investment Counselor

Our multi-family office client has an Investment Counseling role, for their Hong Kong office. They are looking for a mid to senior level investment director or analyst to assist the Senior Investment Management team with all aspects of client portfolio management. This new hire would be responsible for advising, analyzing and monitoring client portfolios. They would also cover facilitation/execution of trades, preparation of client presentation materials and perform research for the client and investment team members. They require this person to have an undergraduate degree and at least 2 years of relevant work experience in Private Wealth Management, Asset Management or the Investment Industry. Fluent Mandarin is a must; this person should have strong analytical and problem solving skills along with excellent verbal and written communication skills. Experience with asset allocation and portfolio management is preferred.