Senior Private Wealth Investment Advisor (Licensed)
Hong Kong Job Consulting
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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
Education
Job description
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.
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