Location: Hong Kong
About the role
A wealth platform is hiring an Investment Counsellor Analyst to combine asset-class research with dedicated advisory support for client segments. Dual brief: deep vertical expertise (equities, fixed income, structured products, FX, or funds) plus day-to-day partnership with RMs.
Key responsibilities
- Build depth in one primary asset-class vertical; publish actionable views.
- Serve as the go-to investment resource for assigned client segments.
- Tailor recommendations to client risk–return profiles; partner with RMs and sales.
- Cover Greater China and global markets; answer ad-hoc investment queries quickly.
- Adopt AI and fintech tools to lift research quality and speed.
Requirements
- 1–3 years in investment research, WM advisory, or front-office securities / private bank / AM (strong fresh grads considered).
- Clear market views and ability to explain them to clients and seniors.
- Excellent English, Mandarin, and Cantonese (written and spoken).
- Comfort with AI-assisted research workflows.