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Investment Advisory (Banking)

Bauer Kaiser & Co. Ltd
Hong Kong, Hong Kong
HK$90k - HK$95k
Closing date
Nov 10, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job responsibilities:
Advise High Net Worth Clients on multi-asset portfolio allocation s
Explain the house view to clients on macro-economics and - various investment asset classes
Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return.

Good analytical skills with in-depth knowledge on financial markets.
Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders.
5-8 years of experience in relationship management, product specialist, investment research, insurance or financial communications.
University graduate in Finance, Business Administration or relevant disciplines, preferably a CFA/CFP holder

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