Investment Strategist (Ref: InvS-201802)

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • KGI Hong Kong Limited
  • 25 Feb 19

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients. Your No.1 Choice for Global Investment and Financial Services.


  • Identify investment needs of clients by introducing a range of products and services including funds, bonds, structured products and insurance

  • Develop strategies in line with products, services and market objectives

  • Provide financial advice to high net worth individuals and corporate clients

  • Provide investment product training to sales representatives

  • Deliver up-to-date financial news and products to sales representatives


  • University graduate in business related major

  • Minimium 3 years of the relevant experience in finance market

  • Eligible to apply for SFC Type 1 (Dealing in Securities), Type 4 (Advising in Securities) licenses and passed Papers 1, 2, 3, 4, 5 in IIQAS examinations

  • Must be able to communicate in Cantonese, Mandarin and English

  • Previous banking, IFA or Insurance experience will be an advantage

For more details about career opportunities in KGI, please visit our website:

Please send application with resume and expected salary quoting the job reference to or mail to HR Department, 41/F Central Plaza, 18 Harbour Road, Wanchai, Hong Kong

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