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Fargo Wealth Group Limited

Investment Consultant

Gentleman Capital Limited Hong Kong
Posted 2 days ago In-Office Job Permanent negotiable
K
Posted by
Kodith Lai
Recruiter

Responsibilities:

 

  • Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc
  • Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows and outflows
  • Prepare mutual fund and hedge fund materials for advising purpose

 

Requirements:

 

  • Bachelor’s Degree or above
  • 1-2 years wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager,fresh graduates with strong interest in wealth management are welcome
  • Fluent language skills in Mandarin
  • Team player, with keen to details
  • Please state current and expected salary in your application

 

Fringe Benefits:

  • Attractive remuneration package
  • 5-day Work Week
  • 15-25 days of Annual Leave
  • Discretionary Performance Bonus
  • Group Medical Insurance covering spouse & children
  • Dental Insurance
  • Medical Checkup
  • On-the-job Training
  • Excellent Career Prospects
ABOUT COMPANY
Hong Kong
Asset Management
Fargo Wealth is a digital-first multi-family office focusing on China and the Asia-Pacific, providing next-gen innovators and their families a full ra...

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