Investment Consultant (Licensed Corporation)

Investment Consultant (Licensed Corporation)

An Asset management Company licensed with SFC (EAM) is looking for a professional Investment Consultant to support investment advisory of its private banking & wealth management Unit.

Responsibilities:

• Work closely with Investment Representatives 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 structured 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 7 years’ experience in investment advisory within private wealth management, 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.

Interested parties please send your resume in word format with current & expected salary and notice period to kkwong@hkjobc.com. For details, please feel free to contact KK Wong at 6165 8486.