Investment Strategy Specialist

Responsibilities:

• Familiarize with institutional business of brokerage/investment banking, analyze and discover institutional clients' trading and wealth management needs. Provide comprehensive wealth management services, investment advice, and financial planning based on clients' needs. Conduct risk assessment and evaluate clients' financial status to recommend suitable investment products.
• Collaborate with a wealth management team to design and promote service products.
• Organize and plan marketing activities according to company strategy and market plan. Develop and maintain new and existing clients with sales and marketing teams.

Requirements:

• Bachelor's degree or above
• Hold SFC licenses 9 or 1, 4 and have at least 5 years of experience in financial investment management, wealth management, and familiar with financial markets and products, such as Hong Kong and US stocks, funds, and structured products.
• Proficient in English and Chinese, knowledge of Cantonese is a plus.
• Strong self-motivation, sense of responsibility, and ability to handle heavy work pressure and intensity.