Senior Wealth Investment Advisor

Michael Page International (HK) Ltd; Hong Kong Island; On-site; HKD 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive Salary & Medical Benefits

Established client platform

Comprehensive training & professional開

Job summary

Michael Page International (HK) Ltd is seeking an Investment Specialist to join its Wealth Management team in Hong Kong. You will partner with Relationship Managers to provide professional investment advisory services to affluent and high-net-worth clients, delivering tailored investment solutions and building strong relationships.

You will conduct portfolio reviews, offer market insights, and promote a broad range of products while ensuring compliance with regulatory requirements and internal

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related disciplines.
• Minimum 3-5 years of experience in investment advisory, wealth management, or retail/private banking.
• Holder of relevant regulatory qualifications.

Responsibilities

• Provide expert investment advisory services and portfolio recommendations to affluent and high-net-worth clients.
• Partner with Relationship Managers to identify investment opportunities and deepen client relationships.
• Conduct portfolio reviews and needs-based financial analysis for customers.
• Promote a wide range of investment products, including mutual funds, bonds, structured products, and foreign exchange solutions.
• Deliver market updates, insights, and asset allocation recommendations based on market trends and clients' risk profiles.
• Ensure investment recommendations comply with regulatory requirements and suitability standards.
• Support branch and wealth management teams in achieving investment revenue and targets.
• Organise client seminars and market outlook events to enhance engagement.
• Maintain knowledge of financial markets and regulatory developments.

Skills

Investment knowledge

Client relationship management

Communication skills

Presentation skills

Stakeholder management

Languages English Cantonese Mandarin

Education

Bachelor's degree in Finance/Business/Economics

Job description

Michael Page International (HK) Ltd is seeking an Investment Specialist to join its Wealth Management team in Hong Kong. You will partner with Relationship Managers to provide professional investment advisory services to affluent and high-net-worth clients, delivering tailored investment solutions and building strong relationships.

You will conduct portfolio reviews, offer market insights, and promote a broad range of products while ensuring compliance with regulatory requirements and internal