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Open nowFirst seen 6 days ago

Investment Consultant (Licensed Corporation)

Hong Kong Job Consulting220 open roles

Where
Hong Kong, Hong Kong SAR, Hong Kong
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Your applicationOpen nowInvestment Consultant (Licensed Corporation)Hong Kong Job Consulting · Hong Kong, Hong Kong SAR, Hong Kong

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Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

Investment Consultant (Licensed Corporation)

An Asset management Company licensed with SFC (EAM) is looking for a professional Investment Consultant to support investment advisory of its private banking & wealth management Unit.

Responsibilities:

  • Work closely with Investment Representatives in developing and growing client relationships in investment aspects;
  • Develop investment advisory platform, enlarge the investment activities in portfolio basis;
  • Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions to ultra-high net worth clients;
  • Customize and prepare deliverables and presentations on actionable investment ideas in unit trusts/mutual funds, bonds, ETFs and structured products;
  • Provide broad support to business;
  • Development team on the sales process, i.e. opportunity qualification, understanding of B2B partners’ capital market expectations, presentation of investment ideas and sales closure;
  • Enrich front line staff’s product and investment knowledge and resolve all issues on the investment advisory process.

Requirements

  • Strong communication and presentation skills;
  • Display passions on investing and keen to bring projects to fruition;
  • Good command in written and spoken English and Chinese (including Mandarin);
  • Around 7 years’ experience in investment advisory within private wealth management, specialization on ultra- high net worth clients will be a plus;
  • Bachelor's degree in Finance, Economics or Business related disciplines;
  • Familiar with asset allocation techniques and portfolio management strategies;
  • Deep understanding in private banking rules and regulations;
  • CFA, Certified Financial Planner or other relevant qualifications is an advantage;
  • Holder of SFC license for Types 1, 4 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 or equivalent required;
  • A candidate with experiences in UBS, Credit Suisse, Julius Baer or BOS is highly preferred, with relevant experience in the Private Banking field is a must.

Interested parties please send your resume in word format with current & expected salary and notice period to [email protected]. For details, please feel free to contact KK Wong at 6165 8486.

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