Investment Consultant

Job Description

• Provide investment advice and develop customized investment strategies for high-net-worth clients.
• Make recommendations on asset allocation, investment products, and portfolio construction.
• Regular review of client portfolios with investment objectives.
• Maintain a high standard of customer service and react positively to customer requests.
• Conduct market trend and updates to relationship management and clients.

 

 

Job Requirements

• Degree holder or above with major in Business Administration, Economics, Finance, Marketing or related disciplines.
• At least 5 years of relevant experience in private banking, wealth management and / or retail banking premier sector.
• Independent, ability to work under pressure and sensitive to market changes with a proactive approach to drive business growth.
• Good command of both verbal and written English, Chinese. 
• Knowledge in programming in VBA will be an advantage.

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