- Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
- Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
- Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
- Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
- Full compliance with internal and external rules, regulations and procedures
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International Private Bank Investment Counsellor Assistant
- Location Hong Kong
- Job type Permanent
- Salary HK$400000 - HK$700000 per annum
- Discipline Wealth Management
- Reference PR/384766_1662432446