Investment Consultant – Asset Management

2 days ago


Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time

Investment Consultant – Asset Management (HK$50K - $70K) (Ref. No.:27542) Our client, a Financial Institution, is looking for high-caliber person to fill the position. Job Duties Communicate with sales teams and clients to understand their return and risk appetite, provide feedback to Strategy Research team and Product team on clients’ investment needs. Providing strategic financial planning and investment management services to family clients. Overseeing all aspects of client portfolios, including asset allocation, risk management, and investment monitoring. Job Requirements Degree holder or above in Finance, Economics or related disciplines. Minimum of 5 years of experience as a product manager in private banking, or 5 years of sales experience in an asset management company. Good experience in selling fund products across various asset classes and strategies. Good interpersonal and communication skills. Good command of written and spoken English and Chinese (including Putonghua). #J-18808-Ljbffr



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