Financial Consultant for Investment Solutions

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Capital Group Full time

About Capital Group:

As a global investment management leader, Capital Group is dedicated to helping long-term investors achieve their financial goals. With over $2.5 trillion in assets under management, we offer a comprehensive range of investment solutions and services to individual investors, financial intermediaries, and institutions around the world.

We have a proven track record of delivering superior returns through our rigorous research, high-conviction portfolios, and individual accountability. Our team of experienced investment professionals works closely with clients to understand their unique needs and develop tailored investment strategies that align with their goals and risk tolerance.

The Role:

We are seeking a highly skilled Financial Consultant to join our team in Asia. The successful candidate will be responsible for delivering training and education programs to our financial intermediary clients, as well as working with our Institutional team to build and coordinate tailored client training programs. This role requires excellent communication and presentation skills, as well as the ability to work independently and collaboratively as part of a fast-paced team.

Key Responsibilities:

  • Design and deliver training programs for financial intermediary clients on investment management and practice management topics
  • Work with our Institutional team to build and coordinate tailored client training programs for select key clients
  • Collaborate with Relationship Managers, Investment Directors, and Marketing to identify opportunities for improving the training we offer to institutional clients

Requirements:

To be successful in this role, you will need:

  • Experience in teaching and coaching others, ideally within the financial industry
  • Fluency in English and Cantonese (spoken and written, business to native level)
  • Experience managing senior internal and external stakeholders
  • Competency in computer and database skills like Word, Excel, and specifically PowerPoint

Salary and Benefits:

We offer a competitive salary and benefits package, including a base salary of $80,000 - $100,000 per annum, depending on experience, plus bonus and stock options. Additionally, you will receive a generous relocation package, including assistance with housing and travel costs.

Location:

This role is based in Hong Kong, with frequent travel required throughout Asia. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.



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