Investment Consultant (Licensed Corporation)

Hong Kong Job Consulting; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

Hong Kong Job Consulting is seeking an experienced Investment Consultant (Licensed Corporation) to support the private banking and wealth management unit. The role involves developing client relationships, expanding investment activities and delivering tailored, multi-asset investment advice to ultra-high-net-worth clients.

Candidates should have around 7 years in investment advisory, a finance-related degree, and strong English/Chinese communication skills.

Qualifications

• Excellent communication and presentation skills
• Fluent in English and Chinese (Mandarin)
• Around 7 years in investment advisory for private wealth management, UHNW focus a plus
• Familiar with asset allocation techniques and portfolio management

Responsibilities

• Develop and grow client relationships in investment aspects
• Develop investment advisory platform and broaden portfolio activities
• Provide tailored investment advice and multi-asset wealth solutions to UHNW clients
• Prepare presentations on investment ideas in unit trusts/mutual funds, bonds, ETFs and structured products
• Support business development and sales process from qualification to closure
• Enhance frontline staff knowledge on investment advisory processes

Skills

Strong communication

Presentation skills

Bilingual English/Chinese

Education

Bachelor's degree in Finance/Economics/Business

Job description

Investment Consultant (Licensed Corporation)

About the job Investment Consultant (Licensed Corporation)

Investment Consultant (Licensed Corporation)

An Asset management Company licensed with SFC (EAM) is looking for a professional Investment Consultant to support investment advisory of its private banking & wealth management Unit.

Responsibilities:

• Work closely with Investment Representatives in developing and growing client relationships in investment aspects;
• Develop investment advisory platform, enlarge the investment activities in portfolio basis;
• Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions to ultra-high net worth clients;
• Customize and prepare deliverables and presentations on actionable investment ideas in unit trusts/mutual funds, bonds, ETFs and structured products;
• Provide broad support to business;
• Development team on the sales process, i.e. opportunity qualification, understanding of B2B partners’ capital market expectations, presentation of investment ideas and sales closure;
• Enrich front line staff’s product and investment knowledge and resolve all issues on the investment advisory process.

Requirements

• Strong communication and presentation skills;
• Display passions on investing and keen to bring projects to fruition;
• Good command in written and spoken English and Chinese (including Mandarin);
• Around 7 years’ experience in investment advisory within private wealth management, specialization on ultra- high net worth clients will be a plus;
• Bachelor's degree in Finance, Economics or Business related disciplines;
• Familiar with asset allocation techniques and portfolio management strategies;
• Deep understanding in private banking rules and regulations;
• CFA, Certified Financial Planner or other relevant qualifications is an advantage;
• Holder of SFC license for Types 1, 4 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 or equivalent required;
• A candidate with experiences in UBS, Credit Suisse, Julius Baer or BOS is highly preferred, with relevant experience in the Private Banking field is a must.