Strategic Asset Allocation Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time
Job Description

Gentleman Capital Limited is seeking a highly skilled Investment Consultant to join our team.

About the Role

We are looking for an experienced professional with expertise in wealth management and customer portfolio management. As an Investment Consultant, you will be responsible for providing comprehensive investment-related services to Account Managers and high-net-worth customers.

Main Responsibilities
  • Develop and implement tailored investment proposals, covering asset allocation processes, and provide expert analysis of client portfolios.
  • Analyze customer risk tolerance, investment orientation, and expected returns to deliver personalized investment recommendations.
  • Leverage wealth management solutions such as bonds, structured products, and funds to meet clients' financial goals and risk appetite.
  • Consolidate client statements from financial institutions and compile monthly profit and loss (P&L) statements.
  • Frequent travel to Mainland is required.
Requirements
  • Hold a University degree in Finance or related fields, with CFA qualifications being an advantage.
  • Minimum 3 years of experience in wealth management as an Investment Consultant or Assistant Relationship Manager in private banking.
  • Strong knowledge of various wealth management products and expertise in customer portfolio management.
  • Mandatory proficiency in Mandarin, with fluent language skills in English.
  • Team player with attention to detail.


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