Investment Counsellor

Full-time
Hong Kong, Hong Kong
Posted 2 weeks ago

Website King Deux Search and Consulting

King Deux is partnering with one of the top multi family offices globally with USD 2B AUS. They are well structured, governed, and sound and solid in their global reputation in their discretionary portfolio management that caters to HNW's risk appetite and alpha expectations. Due to business expansion, we are looking for an experienced client / investment advisor to counsel HNW in their portfolio construction.

About your role

Conduct in-depth analysis of clients’ financial goals, risk profiles, and investment time horizons to develop customized investment strategies
See through trade life cycle (from pre to post trade settlement)
Research and evaluate a wide range of investment vehicles including stocks, bonds, real estate, alternative investments, and more to build diversified portfolios
Advise clients on macro asset allocation among multi-asset class to best fit their risk profile, match the best fit solution
Monitor and regularly review client portfolios, making recommendations for adjustments as needed to align with their evolving financial objectives
Educate clients on investment principles, market trends, and portfolio performance
Stay current on industry regulations, tax implications, and best practices to provide informed guidance
Prepare detailed investment reports and proposals for client meetings

What you will need to succeed

Bachelor’s degree in Finance, Economics, or a related field; advanced degree (e.g., CFA, CFP) preferred
Thinking out of the box / able to take the initiative
Able to work with various team and be a team player
Minimum 3 – 7 years of experience in investment advisory, wealth management, or a similar role
SAA / TAA experienced with product knowledge in structured products
Proven track record of developing and implementing successful investment strategies for high-net-worth individuals and families
Strong financial modelling, analytical, and problem-solving abilities
Dedication to providing exceptional service and delivering positive client outcomes
Assistant Relationship Managers at Private Bank / Invetment Advisor at other wealth management platform will be prioritised.

To apply for this job please visit www.linkedin.com.

Cookie	Duration	Description
__hssc	30 minutes	This cookie is set by HubSpot. The purpose of the cookie is to keep track of sessions. This is used to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (increments each pageView in a session), and session start timestamp.
bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
lang		This cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidc	1 day	This cookie is set by LinkedIn and used for routing.

Cookie	Duration	Description
__hstc	1 year 24 days	This cookie is set by Hubspot and is used for tracking visitors. It contains the domain, utk, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_ga_Z66P6D175S	2 years	No description
_gat_gtag_UA_428085_65	1 minute	This cookie is set by Google and is used to distinguish users.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
Albacross - Cookie ID	1 year	The domain of this cookie is owned by Albacross. It is used as a analytical tools to identify the potential customers by setting a unique Id for the customers. The session Id is used to implement the preference choice made by the customer upon their re-visit.
Albacross - Visit ID	30 minutes	Sets a unique ID for a specific visitor. This ID can be used to recognize the visitor upon re-entry and implement any preference choices made. The cookie also allows the website to track the visitor on multiple websites for marketing purposes.
hubspotutk	1 year 24 days	This cookie is used by HubSpot to keep track of the visitors to the website. This cookie is passed to Hubspot on form submission and used when deduplicating contacts.

Cookie	Duration	Description
bscookie	2 years	This cookie is a browser ID cookie set by Linked share Buttons and ad tags.
personalization_id	2 years	This cookie is set by twitter.com. It is used integrate the sharing features of this social media. It also stores information about how the user uses the website for tracking and targeting.

Cookie	Duration	Description
AnalyticsSyncHistory	1 month	Used to store information about the time a sync with the lms_analytics cookie took place for users in the Designated Countries.
helpful_user	1 month	This cookie is used by the “Helpful” plugin to check whether an Advice and FAQ article has been reviewed. It is similar to the PHPSESSID cookie, in that it stores a serialised string of characters in your browser to help check whether the user of the browser has reviewed an Advice or FAQ article on the Website. However, unlike the PHPSESSID, the helpful_user cookie is not removed at the end of your browser’s session and is instead stored in the browser for 1 month. This means that, even though you leave the Website and close your browser, when you return within a month to the Website, it will remember what Advice and FAQ articles you have reviewed. Reviews submitted through the “Helpful” plugin are anonymous, and this cookie stores no personal information.
li_gc	2 years	No description
pvc_visits[0]	1 day	This cookie is created by post-views-counter. This cookie is used to count the number of visits to a post. It also helps in preventing repeat views of a post by a visitor.
UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.