PWM Investment Consultant

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

Company Overview:

  • Futu Securities International (Hong Kong) Limited is a leading financial institution providing innovative investment solutions.

Job Title: PWM Investment Advisor

Salary: HKD 60,000 - 80,000 per month

Job Description:

We are seeking a skilled PWM Investment Advisor to join our team. As a key member of our investment department, you will be responsible for assisting clients with asset allocation requirements and communicating internal relevant strategies.

Key Responsibilities:

  1. Familiarize with financial business, communicate business needs, organize materials, and be proficient in the stock market.
  2. Familiarize with company/institutional business, communicate business needs, and organize materials.
  3. Assist customers with asset allocation requirements, and communicate internal relevant strategies.
  4. Regularly collect and organize internal information, jointly discuss business optimization models, and help with business development.
  5. Collect and organize relevant industry dynamics and business information to provide support for departmental decision-making.

Required Skills and Qualifications:

  • Bachelor's degree or above, with internship experience in Finance/Securities industry or proficient in English communication during work preferred.
  • Strong communication and execution capabilities, team spirit, and independent insights into investment.
  • Strong responsibility, self-motivation, and meticulous work.
  • Able to work at least 3-4 days a week.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.


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