About the role
AI summarisedThis is a senior-level contract role for a High Net Worth Investment Counsellor at a bank or wealth management firm. The role involves managing client portfolios, providing investment advice, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Provide investment advice and portfolio management services to high net worth clients
- Develop and maintain client relationships, understanding their financial goals and risk tolerance
- Conduct regular portfolio reviews and rebalancing to align with client objectives
- Monitor market trends and economic developments to make informed investment recommendations
- Prepare investment proposals and performance reports for clients
- Ensure compliance with internal policies and regulatory requirements
- Collaborate with internal teams to deliver holistic wealth management solutions
Requirements
- Bachelor's degree in Finance, Economics, Business or related field
- Minimum 5 years of experience in investment advisory or wealth management
- CFA charterholder or equivalent certification preferred
- Strong knowledge of asset classes, financial markets, and investment products
- Excellent communication and interpersonal skills
- Proven track record in managing HNW client relationships
- Ability to work independently and as part of a team
- Proficiency in portfolio management software and tools
- Understanding of regulatory frameworks such as AML and KYC
- Strong analytical and problem-solving skills