Investment Consultant

7 days ago


Central And Western District, Hong Kong SAR China Fargo Wealth Group Full time
Direct message the job poster from Fargo Wealth GroupResponsibilities:

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 includes tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product selection (structured products, bonds, funds, etc).Conduct customer portfolio analysis, with a good understanding of risk tolerance, investment orientation and expected return to provide comprehensive investment recommendations.Leverage wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.Consolidate client statements from financial institutions, and compile monthly P&L statement.Requirements:

University degree in Finance or related disciplines, with professional qualifications such as CFA an advantage.2 or more years of wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager.Strong knowledge of various wealth management products and expertise in customer portfolio management.Proficiency in Mandarin is a must, with fluent language skills in English.Team player, with keen attention to detail.Seniority level

Mid-Senior levelEmployment type

Full-timeJob function

Finance

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