Investment Advisory (40K - 70K) Investment Advisory (40K - 70K) …

Connexe Search Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
40K - 70K
Connexe Search Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
40K - 70K
Our client is a well-established regional bank. They are currently expanding their Wealth Management team and looking for high caliber Investment Consultant to support their growth of business.

Responsibilities

  • Work closely with Relationship Managers and identify new business opportunities with potential clients to grow the AUM
  • Provide professional investment advice and recommendations on equity, funds and trust products
  • Perform market and investment research
  • Work closely with Relationship Managers and Portfolio Manager to tailor an investment solution for clients
  • Work closely with Compliance to maintain internal control standard in accordance with HKMA guideline

 

Requirements

  • University degree in Accounting, Finance or a related discipline
  • Minimum of 3 years relevant experience in private banking / wealth management / asset management
  • Strong knowledge of all fund and wealth management products
  • Strong communication skills. Fluent in English, Mandarin and Cantonese

 

Please email your full resume and quoting the job reference J1039 in the subject field. Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.

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