Investment Advisor

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Trinity Search Limited Full time

Job Description:

Trinity Search Limited seeks a skilled Investment Counselor to join our team. The successful candidate will work closely with Relationship Managers to deliver professional investment planning services.

Key Responsibilities:

  • Collaborate with Relationship Managers to deliver investment planning services.
  • Identify customer needs and match them with suitable products and services.
  • Support Relationship Managers in conducting portfolio reviews and explaining investment strategies to clients.
  • Assist in product launches, roadshows, and other customer activities.
  • Requirements:
    • Bachelor's Degree in Business, Finance, or a related field.
    • Minimum of 8 years of experience in investment consulting and management in financial institutions or the banking industry.
    • Excellent written and verbal communication skills in English and Mandarin.

What We Offer:

Trinity Search Limited offers a competitive compensation package, opportunities for professional growth, and a dynamic work environment.



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