Investment Portfolio Manager
4 weeks ago
Gentleman Capital Limited is seeking a highly skilled Investment Consultant to join our team.
Key Responsibilities:- 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.
- Customer Portfolio Analysis: Conduct thorough customer portfolio analysis, taking into account risk tolerance, investment orientation, and expected return to provide comprehensive investment recommendations.
- 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.
- Client Statement Consolidation: Consolidate client statements from financial institutions and compile monthly P&L statements.
- Frequent Travel: Frequently travel to Mainland for business purposes.
- Education: University degree in Finance or related disciplines, with professional qualifications such as CFA being an advantage.
- Experience: 3 or above years of wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager.
- Skills: Strong knowledge of various wealth management products and expertise in customer portfolio management.
- Language: Proficiency in Mandarin is a must, with fluent language skills in English.
- Team Player: Team player with keen attention to details.
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Investment Portfolio Manager
4 weeks ago
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Investment Portfolio Manager
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Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full timeJob DescriptionAs an Investment Counsel, you will play a critical role in supporting our Relationship Managers in delivering investment solutions to clients and prospects of Private Wealth Management. Your expertise will be essential in generating holistic portfolio investment ideas, articulating investment concepts, creating investment proposals, and...
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Investment Portfolio Manager
1 month ago
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Investment Portfolio Manager
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Investment Portfolio Manager
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Investment Portfolio Manager
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Investment Portfolio Manager
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