Investment Counselor

2 months ago


Hong Kong, Hong Kong SAR China Trinity Search Limited Full time

My client is the multi family office department of one prestigious Chinese Financial Institution.

 

Scope of Responsibilities:

Collaborate with Relationship Managers to deliver professional investment planning services

Identify customers needs and match their needs with appropriate products and services

Assist Relationship Managers in conducting portfolio reviews, explain investment strategy and product updates to clients

Support product launches, roadshows, and other customer activities

Requirements:

 

Bachelor's Degree in Business, Finance or related discipline

Minimum of 8 years experience in investment consulting and management in financial institutions or banking industry

Experience in handling with clients enquiries is preferred

Possess good understanding of financial and investment market

Strong accountability and service mindset to ensure efficient and effective client service processes

Mature, proactive, stable, excellent interpersonal and communication skills

Excellent verbal and written communication skills in English and Mandarin



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