(Senior) Investment Portfolio Consultant

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.