Asset Allocation Professional

7 days ago


Hong Kong Island, Hong Kong SAR China Fargo Wealth Group Full time
About the Job

Fargo Wealth Group is seeking a skilled Investment Consultant to provide expert advice on investment management and deliver exceptional client service. As an Investment Consultant, you will be responsible for developing and implementing customized investment plans for high-net-worth clients.

Key Responsibilities:
  • Conduct thorough customer portfolio analysis and develop tailored investment plans.
  • Provide personalized investment recommendations to high-net-worth clients.
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients.
Requirements:
  • University degree in Finance or a related field, with relevant certifications (e.g., CFA).
  • A minimum of 2 years of experience in wealth management, preferably in a similar role.
  • Strong knowledge of investment products and risk management principles.
  • Fluency in English is required, with proficiency in Mandarin being a plus.
What We Offer:
  • A dynamic and supportive work environment.
  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.


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