Investment Specialist
2 weeks ago
Join to apply for the Investment Specialist role at Eddid Financial Eddid Financial, based in Hong Kong, is a comprehensive financial group focused on fintech and advanced AI technologies. Our diverse services span retail and institutional sectors, including fintech, internet finance, wealth management, asset management, investment banking, and virtual assets. We are committed to providing one-stop financial solutions through high-quality investment products. Members of the group hold various licenses, including SFC licenses for regulated activities (types 1, 2, 3, 4, 5, 6, and 9) and Insurance Broker Company license in Hong Kong. Our subsidiary, Eddid Securities USA Inc., is registered with the SEC and CFTC and holds memberships with FINRA and NFA, enhancing our global reach. With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group. Responsibilities Promote the Company’s investment products (ranging from Equity, Fund, Fixed Income, and Futures) and expand the client base Conduct meetings with clients and present tailored services Deliver investment ideas to meet client’s investment needs Manage after-sales process, provide regular portfolio review and market update to clients Requirements Bachelor’s degree or above in Business/Finance or related discipline At least 5 years’ relevant work experience in investment consultant in private bank / wealth management Holder of SFC Type 1, 2, 4, and 9 license preferred Excellent communication, interpersonal and presentation skills Good team player, self-motivated with strong customer service mindset Proficient in written and spoken English and Chinese (Mandarin & Cantonese) We offer an exciting career opportunity to the successful candidate. Please email your detailed resume with current and expected salary and availability by clicking “Apply now”. All information provided will be treated in strict confidence and used solely for recruitment purposes. Seniority level Mid-Senior level Employment type Other Job function Finance #J-18808-Ljbffr
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