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.

Responsibilities:

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

Requirements:

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 jaredng@peoplesearch.jobs or Whatsapp (852) 6377 1288 for an appointment