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    • Join a major international private bank as an Investment Counsellor, serving Non-Resident Indian (NRI) and International high-net-worth clients.
    • The ideal candidate will be responsible for building and scaling our overseas business, driving revenue growth, and establishing key partnerships with global…
    • View all MEK GLOBAL HK LIMITED jobs in Hong Kong - Hung Hom jobs - Sales Manager jobs in Hung Hom, Kowloon
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Private Banking, Investment Counsellor (NRI & International HNW & UHNW clients)
Privee Associates Limited
Hong Kong
Permanent
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Job details

Pay information not provided
Permanent
Hong Kong

Full job description

Role Summary

Join a major international private bank as an Investment Counsellor, serving Non-Resident Indian (NRI) and International high-net-worth clients. This role combines investment advisory and integrated wealth management expertise, positioning you as a trusted partner to Relationship Managers in delivering sophisticated portfolio solutions and investment guidance to multi-jurisdiction entrepreneurs, families, and professionals.

Key Responsibilities

  • Lead or co-lead investment conversations with NRI and International HNW/UHNW clients, translating institutional market views into tailored, client-appropriate recommendations.
  • Construct and manage portfolios across discretionary and advisory mandates, ensuring alignment with client risk profiles, liquidity requirements, and cross-border considerations.
  • Develop and shape investment product strategy including funds, alternative investments, structured products, and FX overlay solutions in collaboration with specialists and trading desks.
  • Maintain rigorous suitability, disclosure, and documentation standards in accordance with Hong Kong private banking regulatory frameworks.
  • Monitor market conditions and portfolio holdings, proactively identifying rebalancing opportunities and risk mitigation strategies for RM partners.
  • Support investment reviews, RFPs, and pitch materials that strengthen and deepen client relationships.
  • Collaborate cross-functionally with credit, wealth planning, and specialist teams where investment solutions intersect lending or structuring requirements.

Team & Reporting Line

You will work closely with Relationship Managers and sit at the intersection of front-office client engagement and back-office product expertise, collaborating across a scaled Asia private banking platform with institutional-grade capabilities.

Location & Work Mode

Hong Kong-based role with a focus on serving NRI and International clients rather than a China-only mandate, requiring active participation in client meetings and front-office collaboration.

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