Senior Investment Advisor

2 weeks ago


Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full time

Senior Investment Advisor

We are seeking an experienced Senior Investment Advisor to join our team at Classy Wheeler Limited.

The ideal candidate will have a strong background in finance, risk management, and investment analysis, with excellent communication and interpersonal skills.

As a Senior Investment Advisor, you will be responsible for advising clients on investment opportunities and providing strategic guidance on financial decision-making.

Key Responsibilities

  • Provide expert advice on investment opportunities and financial strategy to clients.
  • Conduct regular research and analysis to stay up-to-date on market trends and risk management best practices.
  • Collaborate with investment analysts to assess financial data and identify potential investments.
  • Present investment opportunities and related analysis to clients and stakeholders.
  • Makes informed decisions about financial and investment opportunities on behalf of clients.
  • Develop relationships with clients and expand the client network through professional and social interactions.

Requirements

  • University degree or above, preferably in finance, accounting, risk management, or a business-related field.
  • Minimum of 3-5 years of experience in investment and financing or audit roles.
  • Strong knowledge of financial procedures and ability to conduct financial analysis and modeling.
  • Excellent business acumen and attention to detail, with the ability to identify variances, analyze, explain, and report to management.
  • Good analytical and modeling skills, strong problem-solving skills, and ability to provide clear recommendations.
  • Strong time management and communication skills, with the ability to work under tight deadlines and prioritize tasks effectively.
  • Self-motivated, flexible, and well-organized, with a strong ability to work as part of a team.


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