Investment Portfolio Consultant

Responsibilities:

• Provide investment opinions & conduct briefings on investment market trend and investment products features.

• Deliver investment strategies to meet customers' investment needs.

• Support investment sales activities & client meeting.

• Provide coaching on a wide range of investment products as well as technical trainings to sales staff.

Requirements:

• Bachelor Degree or above majoring in Finance, Economics or related discipline is preferred.
• Obtain licenses for selling investment products including HKSI Paper 1,7 & 8 or equivalent.
• Obtain 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.
• Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage.
• Willing to travel overseas & Mainland China.