Investment Consultant - ETFs/ Mutual Fund Focused

Employer
Kingfisher Executive Search (HK) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive package with attractive bonus
Posted
Oct 07, 2020
Closes
Nov 05, 2020
Ref
8613942
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Work closely with Investment Representatives/ Relationship Managers in developing and growing client relationships in investment aspects;
  • Develop investment advisory platform, enlarge the investment activities in portfolio basis;
  • Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions to ultra-high net worth clients;
  • Customize and prepare deliverables and presentations on actionable investment ideas in unit trusts/mutual funds, bonds,ETFs and structure products;
  • Provide broad support to business;
  • Development team on the sales process, i.e. opportunity qualification, understanding of B2B partners' capital market expectations, presentation of investment ideas and sales closure;
  • Enrich front line staff's product and investment knowledge and resolve all issues on the investment advisory process.

Requirements:
  • Strong communication and presentation skills;
  • Display passions on investing and keen to bring projects to fruition;
  • Good command in written and spoken English and Chinese (including Mandarin);
  • Around 3 years' experience in investment advisory within private wealth management or Family Offices, specialization on ultra- high net worth clients will be a plus;
  • Bachelor's degree in Finance, Economics or Business related disciplines;
  • Familiar with asset allocation techniques and portfolio management strategies;
  • Deep understanding in private banking rules and regulations;
  • CFA, Certified Financial Planner or other relevant qualifications is an advantage ;
  • H older of SFC license for Types 1, 4 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 or equivalent required;
  • A candidate with experiences in UBS、 Credit Suisse、Julius baer or BOS is highly preferred, with relevant experience in the Private Banking field is a must.

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