IPB Investment Counselor (North Asia market)

The Investment Counselor serves as a trusted advisor to high-net-worth clients, delivering tailored portfolio guidance and investment strategies in partnership with Client Advisors. They are responsible for driving investment revenue, growing net new investment assets, and ensuring full compliance with regulatory and firm policies. Candidates must possess 10–15 years of experience in investment advisory or product sales with a deep understanding of financial markets and portfolio construction. A bachelor's degree is required, and fluency in Mandarin and/or Cantonese is essential for this North Asia-focused role.