| Position | Investment Consultant |
| Posted | 2025 August 06 |
| Expired | 2025 September 05 |
| Company | OfferToday HK |
| Location | Hong Kong | HK |
| Job Type | Full Time |
Latest Job Information from Company OfferToday HK as position Investment Consultant. If Job Vacancy Investment Consultant in Hong Kong matches your criteria, please send your latest application/CV directly through the latest and most updated job site Jobkos.
Every job may not be easy to apply for, because as a new candidate / prospective employee must meet several qualifications and requirements according to the criteria sought by the Company. Hopefully the career information from OfferToday HK as the position Investment Consultant below matches your qualifications.
Responsibilities:
1. Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This included tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product selection (structured products, bonds, funds, etc).
2. Conduct customer portfolio analysis, with good understanding of risk tolerance, investment orientation and expected return to provide comprehensive investment recommendations.
3. Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
4. Consolidate client statements from financial institutions, and compile monthly P&L statement.
5. Frequently travel to Mainland
Requirements:
1. University degree in Finance or related disciplines, with professional qualifications such as CFA an advantage.
2. 3 or above years wealth management experience as Investment Consultant.
3. Strong knowledge of various wealth management products and with expertise in customer portfolio management.
4. Proficiency in Mandarin is a must, with fluent language skills in English.
5. Team player, with keen to details.
After reading and understanding the criteria and minimum qualification requirements explained in the job information Investment Consultant at the office Hong Kong above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
Next Page »