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04 Sep 2023
Investment Consultant – Private Wealth Management
Hong Kong SARPermanent PositionOur Client, a leading financial institution is looking for an experienced investment consultant to support the relationship managers in their private wealth management operation. Incumbent can look forward to developing their career in a dynamic work environment with excellent exposure.
Salary Range: HKD 55,000 - 70,000Expires on 31 Oct 2023
- Partner relationship managers closely by providing them with market insights and investment advices
- Analyse clients’ investment portfolios and understand clients’ financial needs in order to develop suitable financial strategies for them.
- Conduct investment portfolio review and asset reallocation to reflect changing needs of HNW clients
- Conduct investment research independently. Possesses good knowledge across various asset classes.
- Support joint-call meetings, clients’ portfolio review, sales activities and promotions
Posted ByJared Ng
Tel: +852 6377 email@example.com
- Degree or above in Business or finance related disciplines
- Minimum 8 years of solid experience in investment consulting
- Sound knowledge in full range of investment & insurance products.
- Experience in providing training / briefing for relationship managers
- Fluency in Mandarin essential.
- Regulatory knowledge in SFC Type 1 and Type 4 licensed activities