Investment Advisor

Opportunity to join a fast growing fintech company that is transforming the investment landscape. Backed by strong venture capital and have achieved strong business growth in the past years, this is your chance to be a part of the investment advisory team in HK.

Responsibilities

• • Drive client acquisition and portfolio success by crafting targeted sales approaches and delivering expert advisory to affluent, HNW, and corporate clients.
  • Develop sales strategies to acquire HNW clients and deliver wealth planning advisory to clients.
  • Lead client outreach initiatives and host webinars and seminars to deepen engagement with HNW and corporate clients.
  • Analyse market dynamics and produce insightful investment commentary based on client needs and portfolio gaps.
  • Stay up to date with investment regulations and wealth products.

Requirements

• 4+ years of experience in client-facing roles such as relationship manager, financial advisor, investment specialist etc.
• Solid understanding of wealth management products such as ETFs, funds, etc.
• Proven experience dealing with clients and providing investment advice.
• Strong communication skills in English and Cantonese.
• Bachelor’s/Master’s degree holder in a related discipline.
• Holder of relevant SFC licenses.