Investment Advisory Service Manager Investment Advisory Service Manager …

Frontier Financial Group
in Hong Kong
Permanent, Full time
Be the first to apply
35 - 50K
Frontier Financial Group
in Hong Kong
Permanent, Full time
Be the first to apply
35 - 50K
Posted by:
HR team • Recruiter
Posted by:
HR team
Recruiter
Investment Advisory Service Manager

Job Responsibilities:
 

• Proactive in communicating multi-asset investment ideas and asset allocations to high net worth clients.

• Continue to provide professional and excellent investment advice to clients, including but not limited to wealth management, securities, and other investment advisory services.

• Drive advisory product ideas

• Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions (Inclusive of Equity, bonds and funds) for clients

• Take initiative to provide latest market information and advisory service

• Review customers' assets and portfolios with wealth management team on a regular basis

Requirements:

• University degree in Business Administration or related disciplines

• Minimum of 5 years’ experience in different investment products or private banking

• Strong self-motivation and ability to work independently

• knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs

• Good understanding of financial markets and regulations

• Strong communication and presentation skills

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