Investment Expert (IC) | One of the biggest banks in HK

Our Client - Top-tier Bank in Hong Kong

Our client(one of the top-tier banks in HK) offers a full spectrum of investment products and services to Retail Banking customers, from high-net-worth to mass segments across channels. They distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives.

Ideal Candidate:

1. At least 3 years experience in investment advisory service is prefferred
2. Relationship managers with 3-5 years of experience in retail banking indurstry with good knowledge of global / local markets and fund/ETF products are also welcomed

Key Duties:

• Give advice on portfolio issues and meet clients on a regular basis.
• Recommend tailor-made, individually-optimized, investment portfolio for clients
• Provide training to internal staff on portfolio-related matters
• Give regular presentation to clients

Requirements:

• University degree in Finance or related discipline, preferably a CFA holder
• Four years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc
• Strong analytical and interpersonal skills
• Good knowledge of investment products and portfolio-optimizing software
• Proficency in English, Cantonese and Mandarin