- Provide investment views & conduct briefings on investment market trend and investment products features.
- Deliver investment strategies to meet customer investment needs.
- Support various kinds of investment sales activities & client meeting.
- Provide coaching on a wide range of investment products as well as technical trainings to sales staff.
- Bachelor Degree or above with major in Finance, Economics or related discipline.
- 5 years (Senior Investment Portfolio Consultant) / 3 years (Investment Portfolio Consultant) of relevant working experience in Banking / Financial industry.
- Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
- Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.
- Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products.
- Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.
- Enthusiasm in achieving goals.
- Excellent command of spoken and written English and Chinese, and Putunghua is essential.
- Willing to travel overseas & Mainland China.
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Business Manager
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Capital Access Limited Hong Kong, 香港 全职You will be working closely with the investment team and portfolio companies on fund diligence, valuation and post investment monitoring. You will monitor data and reports for the portfolio companies' and conduct analysis on their financial and operational performance. You will a ...
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Franklin Templeton Investments (Asia) Ltd Hong Kong, 香港 全职At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans across asset management, wealth management, and fintech, offering many ways to help investo ...
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Capital Access Limited Hong Kong, 香港 全职You will be working closely with the investment team and portfolio companies on fund diligence, valuation and post investment monitoring. You will monitor data and reports for the portfolio companies' and conduct analysis on their financial and operational performance. You will a ...
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Investment Portfolio Consultant - Hong Kong, 香港 - Bank Of China (Hong Kong) Limited
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