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]

Apply Now