Investment Portfolio Consultant (IC)

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 opinions & conduct briefings on investment market trend and investment products features.
• Deliver investment strategies to meet customers' investment needs.
• Support 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 majoring in Finance, Economics or related discipline is preferred.
• Obtain licenses for selling investment products including HKSI  Paper 1,7 & 8 or equivalent.
• Obtain 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.
• Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage.
• Willing to travel overseas & Mainland China.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here.