Senior/ Investment Portfolio Consultant,

Hong Kong, Hongkong
Last update 2025-06-24
Expires 2025-07-24
ID #2813492619
800,000 HK$
Senior/ Investment Portfolio Consultant,
Hong Kong, Hongkong,
Modified May 15, 2025

Description

Senior/ Investment Portfolio Consultant Apply Now Job No.: 496022 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Strategic Planning, Financial Management, Investment Management Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. Deliver investment strategies to meet customer investment needs. Support various kinds of investment sales activities & client meeting. Provide coaching on a wide range of investment products as well as technical trainings to sales staff. Requirements: Bachelor Degree or above with major in Finance, Economics or related discipline is preferred. Licensed for selling investment products - HKSI Paper 1,7 & 8 or equivalent. Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage. Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products. Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure. Enthusiasm in achieving goals. Excellent command of spoken and written English and Chinese, and Putunghua is essential. Willing to travel overseas & Mainland China. Back to Search Results Apply Now Refer a Friend Whatsapp Facebook Linked In Email App
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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Senior/ investment portfolio consultant
Min. Salary: 600000

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