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(vp) Investment Consultant

Hong Kong, Hong Kong
Last update 2024-06-15
Expires 2024-06-14
ID #2178081422
(vp) Investment Consultant
Hong Kong, Hong Kong,
Modified June 2, 2024


About the Opportunity: You will oversee the delivery of client work, lead client accounts and support business development activities.

You will also be involved in large-scale projects on asset allocation, portfolio construction, investment solutions and governance frameworks for clients' investment programs which include endowments, long-term funds and employee savings programs.

You will help clients define strategy, design retirement plans, manage plan finances, comply with regulatory requirements and manage risk.

Your career growth opportunity includes wider intellectual pursuits and profile-building through collaboration with stakeholders, both regionally and internationally within the organization.

Your Roles: Lead client delivery with team effort, focusing on high quality output with efficient approach Develop as the subject-matter expert internally and externally in key topics Develop good understanding of methods and tools in coaching junior members in completing assignments Be responsive to client's enquiries or internal counterparts Contribute to research and intellectual property as part of forming the company's views on investment or retirement trends.

Current areas of interest includes private markets, sustainable investments and climate transition challenges Participate as a significant team member with respect to sales by driving new business proposals and extending the range of services provided to retirement and other lines of business' clients as appropriate Work closely with internal local and regional team members and demonstrate proactive behaviour Your Requirements: At least 6 years of proven experience in the investment or pension advisory industry, with client-facing responsibilities Experience in analytical coverage and dealing with various asset classes, investment vehicles and/or pension structures Sound project management and coaching skills, strong analytical and technical skills and comfortable with conducting comparative analysis, managing large amounts of data in an efficient manner Ability to interpret complex and technical information in layman Professional fluency in English.

Cantonese and/ or Mandarin would be an added advantage Qualifications in CFA and CAIA is a must If you are interested in this role, please click "APPLY" or send your updated CV to me at

Only the shortlisted candidates will be notified.

All personal data collected will be kept strictly confidential and will be only used for recruitment purposes.

For more job openings, please visit #Connected Group #Consulting

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: (vp) investment consultant

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