Investment Consultant - ETFs/ Mutual Fund Focused Investment Consultant - ETFs/ Mutual Fund Focused …

Kingfisher Executive Search (HK) Limited
in Hong Kong
Permanent, Full time
Last application, 19 Oct 20
Competitive package with attractive bonus
Kingfisher Executive Search (HK) Limited
in Hong Kong
Permanent, Full time
Last application, 19 Oct 20
Competitive package with attractive bonus
A well established Private Wealth Management company with regional exposure in Asia, including Greater China Region and Singapore. Headquartered in Hong Kong with full team establishment. The company is holding Type 1, 2, 4, 5, 9 License for SFC Regulated Activities

Responsibilities:

  • Work closely with Investment Representatives/ Relationship Managers 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 3 years’ experience in investment advisory within private wealth management or Family Offices, 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.
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