Investment Consultant – Asset Management (HK$50K - $70K) (Ref. No.:27542)
Our client, a Financial Institution, is looking for high-caliber person to fill the position.
工作职责
- Communicate with sales teams and clients to understand their return and risk appetite, provide feedback to Strategy Research team and Product team on clients’ investment needs.
- Providing strategic financial planning and investment management services to family clients.
- Overseeing all aspects of client portfolios, including asset allocation, risk management, and investment monitoring.
工作要求
- Degree holder or above in Finance, Economics or related disciplines.
- Minimum of 5 years of experience as a product manager in private banking, or 5 years of sales experience in an asset management company.
- Good experience in selling fund products across various asset classes and strategies.
- Good interpersonal and communication skills.
- Good command of written and spoken English and Chinese (including Putonghua).
- 职位编号:
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27542
- 日期:
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16/12/2025
- 工作类别:
-
银行业
- 薪金范围:
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H$50K - $70K
- 学历要求:
-
Degree
- 联络电邮:
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[email protected]
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