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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.

Job Duties

  • 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.

Job Requirements

  • 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).
Job No.:
27542
Date:
16/12/2025
Job Category:
Banking
Salary:
H$50K - $70K
Qualification:
Degree
Apply Email:
[email protected]

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