Investment Consultant

  • 500k – 1 million HKD
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Aim Higher
  • 17 Sep 18 2018-09-17

1. Well-established banking group 2. Provide support & training to front-line sales 3. Support wealth management business

Company Description

Our client, a well-established banking group, is looking for an Investment Consultant for their growing wealth management business in Hong Kong.


  • Coach and support relationship managers to provide investment advisory services for their clients, and participate in joint-client meetings
  • Conduct training to frontline sales staff and provide updates on investment outlooks
  • Conduct investment seminars for existing and prospective clients
  • Work closely with various product teams in order to provide suitable products / investment recommendations to clients, including investment funds, structured products, bonds, etc
  • Monitor the sales performance and provide feedback of individual sales staff’s sales performance to Branch Management Department


  • University degree in Finance, Marketing, Business Administration or related disciplines
  • At least 4 years of experience in investment consulting in wealth management sector
  • Proficient knowledge on investment products is a must
  • Professional licensing qualifications per local regulatory bodies requirement
  • CFA/CFP is a plus
  • Strong communications and presentation skills
  • Strong command of English, Mandarin and Cantonese

Interested parties please send your updated resume in WORD format with current and expected salaries (quoting Employer Ref:) to