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Investment Consultant

Non-disclosed Hong Kong
Posted 3 days ago In-Office Permanent Competitive remuneration, commensurate with experience
Our Client, a regional private bank is currently looking for an Investment Consultant to join their growing operations in Hong Kong. Incumbent can look forward to working in a closely knitted environment with excellent career progression opportunities.



  • Provide market insights, investment advices to the relationship manager
  • Develop suitable financial strategies to high net worth clients
  • Analyse clients’ investment portfolios and understand clients’ financial needs
  • Design and review investment portfolios for high net worth customers
  • Provide investment solutions to current and prospective clients
  • Responsible for order quotation and execution
  • Support joint-call meetings, clients’ portfolio review, sales activities and promotions
  • Participate in system enhancement projects and other tasks delegated by senior management


  • Degree or above in Finance, Economics, Business or related disciplines
  • Minimum 6 years of solid experience in investment consulting in private banking or private wealth management
  • Sound knowledge in full range of investment & insurance products.
  • Good command of written & spoken English and Mandarin
  • Regulatory knowledge in SFC Type 1 and Type 4 licensed activities

Interested applicants please send your CV to Jared Ng at or Whatsapp (852) 6377 1288 for an appointment

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