Investment Counsellor
- Employer
- Profile Search & Selection Hong Kong
- Location
- Hong Kong
- Salary
- Negotiable
- Closing date
- Jan 31, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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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