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Our client is the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. Now they are seeking a high calibre professional to join their team as Investment Counsellor Analyst.
This role will assist 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. Moreover, supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations. This role also provides administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring. Also looking after the full compliance with internal and external rules, regulations and procedures.
Excellent organisation and communication skills
Passion and interest in the financial markets
Risk conscious, in particular on the trading side.
Dealing and trade execution experience preferred.
Strong analytical skills and multitasking abilities
Team player, high achiever, quick to learn, detail oriented, positive attitude
High level of professional and personal integrity
Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
Fluent in English and Japanese
Strong Microsoft Office skills
5 days work
応募希望の方は、最新の英文CVとともにKelly Services Hong Kong・パーソル香港 岡本（firstname.lastname@example.org）までご連絡ください。
Please contact Yuko Okamoto via direct line +852 2971 2526 for a confidential discussion about this role and other exciting opportunities.