Investment Specialist
- Employer
- Hong Kong Job Consulting
- Location
- Hong Kong, Hong Kong
- Salary
- 80000+ plus bonus
- Closing date
- Oct 19, 2020
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Requirements
Interested parties please send your resume in word format with current & expected salary and notice period to leo@hkjobc.com. For details, please feel free to contact Leo at 62828201.
- Work closely with Investment Representatives 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 7 years' experience in investment advisory within private wealth management, 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;
- Holder 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.
- Good command of spoken and written English, Cantonese and Mandarin
Interested parties please send your resume in word format with current & expected salary and notice period to leo@hkjobc.com. For details, please feel free to contact Leo at 62828201.
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