Role Overview
We are hiring Investment Counsellors to join
Investment Counsellor (IC) team within the Wealth Management Department. The
analyst will operate in a dual capacity: covering a primary asset class
vertical (e.g. equities, fixed income, structured products, FX, or funds) while
also serving as a dedicated advisory resource for specific client segments.
This role combines rigorous investment research with hands-on client
engagement, supported by AI-powered tools and a modern content infrastructure.
Key Responsibilities
l Develop
and maintain deep expertise in one primary asset class (equities, fixed income,
structured products, FX, or funds).
l Conduct
market research, monitor macro and micro developments, and generate actionable
investment insights within the assigned vertical.
l Serve
as a dedicated investment resource for specific client segments.
l Tailor
investment views and product recommendations to meet the risk-return profiles
and preferences of assigned clients.
l Partner
with relationship managers and sales teams to deliver timely, relevant, and
high-conviction investment commentary.
l Maintain
up-to-date knowledge of Greater China and global markets across multiple asset
classes.
l Respond
to ad-hoc investment queries from sales teams and clients with accuracy,
timeliness, and commercial awareness.
l Actively
explore and adopt AI tools, fintech platforms, and data analytics solutions to
streamline research workflows and improve output quality.
l 1–3 years of relevant experience in investment research, wealth
management advisory, or a front-office role within a securities firm, private
bank, or asset management company. (Fresh graduates
are also welcome to apply.)
l Strong
interpersonal skills and ability to build trust with clients, sales teams, and
senior management.
l Deep
understanding of Investment Products and Markets across Greater China and
global markets.
l Strong
passion for investing with well-developed market views and the ability to
communicate them clearly.
l Enthusiasm
for leveraging AI tools and technology to enhance research quality and
operational efficiency.
l Excellent
communication skills in English, Mandarin, and Cantonese (both written and
verbal).
We offer an attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present and expected salaries, as well as date of availability, by clicking "Apply" or by sending it to recruitment@gtjas.com.hk.
(Data collected will be kept strictly confidential and used for recruitment purpose only.)
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