Investment Broker

Morgan McKinley Hong Kong
Hong Kong
May 29, 2018
Jun 06, 2018
Industry Sector
Finance - General
Employment Type
Full Time

One of the largest International Bank is looking for Investment Broker to work under their brokerage business which provides high net worth clients with professional Investment advice.

Job description:

  • Analyze clients' risk profile and financial condition, render advice and make recommendations to help achieving clients' financial goals.
  • Provide customized services and give professional advice on global equities, mutual funds, fixed income, futures and alternative investments.
  • Review and respond to clients' changing needs and financial circumstances.
  • Stay on top of market news, financial products development and industry trends.

*Client base will be provided but brokers are expected to acquire new clients through existing networks and internal business referrals.


  • Ideally over 3 years of investment experience in either brokerage firms, or relationship manager/investment consultant in retail/private banking.
  • Knowledge and experience in investment products like global equities, mutual funds, fixed income, futures and alternative investments are essential.
  • University degree preferred.
  • CFA/CFP preferred.
  • Excellent communications & interpersonal skills.
  • Good command of English, Cantonese & Mandarin.
  • HKSI LE Paper 1, 7 & 8 or equivalent

An excellent opportunity to join a global platform that offers wide range of products to high net worth clients and earn uncapped commission.