Investment Consultant - PB

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • Global Associates
  • 20 Feb 18 2018-02-20

Work closely with Relationship/Product Managers to grow the revenue; prrovide advisory service/appropriate investment solutions; increase client penetration, product distribution and recurring income using in-house and third party products; create, manage investment & monitor portfolios and their performance; participate in investment meetings/committee.

Responsibilities:

Work closely with Relationship/Product Managers to grow the revenue

Provide timely advisory service and appropriate investment solutions to the clients

Increase client penetration, product distribution and recurring income using in-house and third party products

Create, manage investment portfolios, and monitor the performance

Participate in the investment meetings and committee

 

Requirements:

 

Degree holder

5-10 years investment working experience in private wealth management framework

Excellent communication, interpersonal and presentation skills

Proficient in Mandarin, Cantonese and English

 

Interested parties please send your CV in MS Word format with current and expected salary to mandy.lo@globalassociates.com and/or mary.woo@globalassociates.com and copy to cv@globalassociates.com