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Investment Consultant – Asset Management (HK$50K - $70K) (Ref. No.: 27172)

Our client, a Financial Institution, is looking for high-caliber person to fill the position.

工作职责

  • Work closely with Relationship Managers and sales team to promote Investment Consultant services internally and externally in all aspects
  • To provide investment ideas and asset allocation plan from time to time
  • Collaborate with in-house research team to develop investment outlooks
  • Provide timely market update and product ideas based on house view
  • Responsible for the daily subscriptions and redemptions orders
  • Assist clients in account opening

工作要求

  • Master degree in business or related disciplines; possession of CFA or similar professional qualifications will be an advantage
  • At least 5 years of work experience as a product manager in a private bank or with at least 5 years in the sales of anasset management company
  • Good knowledge on fund products
  • Good understanding of various asset class
  • Good communication and presentation skills
  • Good command of written and spoken English and Chinese, including Putonghua
职位编号:
27172
日期:
03/02/2025
工作类别:
银行业
薪金范围:
HK$50K - $70K
学历要求:
Degree
联络电邮:
[email protected]

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