Investment Counsellor

Employer
Profile Search & Selection Hong Kong
Location
Hong Kong
Salary
Negotiable
Posted
Jan 18, 2019
Closes
Feb 20, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Job responsiblities

  • identify investment trends and provide information on mutual fund products
  • customise investment advices based on clients' investment portfolios
  • work closely with RMs on engaging clients and providing investment advice
  • liaise with fund providers to maintain relevant and updated market and product information

Requirements

  • more than 5-8 years experience in the wealth management business
  • strong product knowledge in mutual funds
  • selfstarter
  • good exposure to macro economics and investment trends
  • previous experience in a frontline sales / RMs capacity is preferred
  • SFC license 1&4 is required
  • CFP / CFA is preferred
  • Fluency in Englihs, Cantonese and Mandarin

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