Investment Specialist

Employer
Aquis Search, EA Licence No: 16S8125
Location
Hong Kong, Hong Kong
Salary
40000 - 50000
Posted
Apr 08, 2021
Closes
Apr 14, 2021
Ref
10709380
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Responsibilities
  • Give advice on portfolio issues and meet clients on a regular basis
  • Recommend tailor-made, individually optimized, investment portfolio for clients
  • Monitor and oversee portfolio quality
  • Monitor portfolio performance of the business
  • Provide training to internal staff on portfolio-related matters
  • Give a regular presentation to clients

Requirements
  • University graduate in Finance or related discipline, preferably a CFA holder
  • 4-6 years relevant experience in client management, portfolio counseling, or financial advisory
  • Strong communication and interpersonal skills
  • Strong analytical skill
  • Good knowledge of investment products
  • Knowledge of portfolio-optimizing software
  • Excellent command of English and Cantonese. Conversant in Mandarin is a plus
  • Holder of HKSI paper 1, 7, 8, or equivalent

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