Investment Consultant (Private Banking Services)

Responsibilities:

• Review and analyze clients’ portfolios to align with risk appetite and financial goals
• Work with RM teams to provide investment advices to the clients according to their needs, desires and risk profile
• Deliver timely market updates, investment strategies, and product briefing to clients and RM teams
• Maintain high-standard service to enhance client satisfaction and trust
• Ensure all investment recommendations and transactions comply with internal policies and regulatory requirements

Requirements:

• Degree holder or above in Finance, Economics, Business Administration or related disciplines with a minimum of 5 years’ private banking or relevant experience
• Qualified under SFO for carrying out Regulated Activities Type 1, 4 and qualified as MPF and Insurance Intermediary
• Strong self-motivation and ability to work under pressure
• Good communication, interpersonal and relationship management skills
• Proficiency in both written English and Chinese, fluency in Putonghua and other dialects is an advantage

Candidates with more experience will be considered as Senior Investment Consultant