Strategic Financial Consultant

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time
Job Description

We are seeking a highly experienced Strategic Financial Consultant to join our team at Unicorn Advisor (HK) Limited.

About the Role

The successful candidate will be responsible for overseeing client service operations, ensuring delivery of high-quality support and services to institutional clients.

Key responsibilities include leading target segment research and onboarding efforts for new clients, overseeing preparation of pitch books and internal documentation.

The ideal candidate will provide proactive investment insights and maintain robust communication with clients, ensuring timely responses and a high level of service.

Additionally, they will drive business development initiatives, identifying and capitalizing on new opportunities in the institutional market.

They will also strengthen the institutional client base, promoting research services and cross-selling other financial products.

The successful candidate will develop sales strategies and achieve targets in line with business goals.

Requirements
  • Bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred.
  • Comprehensive understanding of investment products, financial markets, and private banking strategies.
  • Proven track record in developing client relationships and executing transactions effectively.
  • Exceptional communication skills and proficiency in English and Mandarin; Cantonese is a plus.
  • Strong leadership skills, with the ability to drive results and manage multiple tasks in a dynamic environment.
  • Licensed under SFC with Type 1, knowledgeable in local regulatory and compliance standards.


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