Investment Portfolio Manager

4 weeks ago


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

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

Key Responsibilities:
  1. Investment Services: Provide comprehensive investment-related services to Account Managers and high-net-worth customers, covering the entire asset allocation process, including tailor-made investment proposal preparation, portfolio analysis, and product selection.
  2. Customer Portfolio Analysis: Conduct thorough customer portfolio analysis, taking into account risk tolerance, investment orientation, and expected return to provide comprehensive investment recommendations.
  3. Wealth Management Solutions: Leverage on wealth management solutions such as bonds, structured products, and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
  4. Client Statement Consolidation: Consolidate client statements from financial institutions and compile monthly P&L statements.
  5. Frequent Travel: Frequently travel to Mainland for business purposes.
Requirements:
  1. Education: University degree in Finance or related disciplines, with professional qualifications such as CFA being an advantage.
  2. Experience: 3 or above years of wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager.
  3. Skills: Strong knowledge of various wealth management products and expertise in customer portfolio management.
  4. Language: Proficiency in Mandarin is a must, with fluent language skills in English.
  5. Team Player: Team player with keen attention to details.


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