Skip to main content

This job has expired

You will need to login before you can apply for a job.

Investment Counselor - Private Bank

Employer
Pacific Focus
Location
Hong Kong, Hong Kong
Salary
Competitive
Closing date
Nov 30, 2019

View more

Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:

• Deliver appropriate investment solutions to high-net-worth clients.

• Accountable for identifying client needs, developing investment strategies, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution, and monitoring portfolio performance.

• Product coverage includes Equities, Bonds, FX, Funds, DPM, Alternatives and Structured Solutions.

• Partner with relationship managers to attract prospects or to deepen existing client relationships through the demonstration of sophisticated market knowledge, investment intelligence and professionalism.

Requirements:

• University degree with professional qualifications such as CFA or CPWP

• Minimum of six years' experience in investment advisory function or a minimum of ten years' experience in product specialist function with exposure to various asset classes in a reputable private wealth management firm or private bank

• Fluent in English and Chinese (good Mandarin speaker)

• Demonstration of analytical ability and multi-asset class product expertise

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert