• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 18 Nov 17

HK - GCB - Senior Investment Specialist, Wealth Management

HK - GCB - Senior Investment Specialist, Wealth Management

  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17072964


Description

  • 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 as a whole
  • Provide training to internal staff on portfolio-related matters
  • Give regular presentation to clients


Qualifications

  • University graduate in Finance or related discipline, preferably a CFA holder
  • Five years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc
  • Strong communication and interpersonal skills
  • Strong analytical skill
  • Good knowledge of investment products
  • Knowledge of portfolio-optimizing software
  • Excellent command in English and Cantonese
  • Conversant in Mandarin is  a plus