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(Senior) Investment Portfolio Consultant

Job No.: 496022
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Strategic Planning, Financial Management, Investment Management

Responsibilities:

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

  • Deliver investment strategies to meet customer investment needs.

  • Support various kinds of 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 with major in Finance, Economics or related discipline.
  • 5 years (Senior Investment Portfolio Consultant) / 3 years (Investment Portfolio Consultant) of relevant working experience in Banking / Financial industry.
  • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
  • 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.
  • Enthusiasm in achieving goals.
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential.
  • Willing to travel overseas & Mainland China.

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