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  • 04 Sep 2023

    Investment Consultant – Private Wealth Management

    Hong Kong SAR

    Permanent Position
    Our 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.

    Job Description

    • 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
    Salary Range: HKD 55,000 - 70,000
    Expires on 31 Oct 2023

    Posted By

    Jared Ng

    Tel: +852 6377 1288


    • 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

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