The Company is seeking an Executive Director, Investment Counsellor with a focus on Market Strategies and Investments. This senior, client-facing role is pivotal in delivering integrated, cross-product investment solutions to a portfolio of high net worth and ultra-high net worth clients. The successful candidate will be the primary investment advisor, responsible for translating complex macro and market views into personalized portfolio recommendations across various asset classes. Chinese language fluency is essential, and the role demands a professional who can lead high-impact investment discussions with key decision-makers. Key responsibilities include providing bespoke investment advice, market intelligence, and identifying cross-product investment opportunities. The role also involves client relationship management, collaboration with internal teams, portfolio construction, and ensuring compliance with regulatory and internal standards. Applicants must have a minimum of 5-8 years' experience in private banking, wealth management, or investment advisory, with a strong focus on HNW/UHNW clients. Deep cross-product knowledge and the ability to articulate complex investment themes clearly are required. The ideal candidate will have a background in CACS Paper 1 & 2 and MAS Appointed Representative, with CFA Charterholders being a definite plus. The role demands a team player with a collaborative approach, and a demonstrated ability to leverage AI and digital tools for market research and client engagement. The Executive Director will be expected to travel regularly across Asia to deepen client relationships and support strategic business growth initiatives.

Hiring Company

Morgan Stanley