Assistant / Deputy Investment Consultant, Private Banking
Summary
Provides investment advisory and client support services for private banking clients, focusing on portfolio management and financial planning.
Responsibilities:
- Assist Investment consultant in analyzing market trend and preparing investment proposal
- Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments
- Provide comprehensive support to investment consultants
- Provide professional and excellent service to key clients of private banking and customer relationship managers
Requirements:
- University degree in Business Administration or related disciplines
- 2 years or above relevant experience in private banking in preferred
- Strong self-motivation and ability to work independently
- Good knowledge of various wealth management products and regulations
- Strong communication and presentation skills
- Proficiency in both English, Cantonese and Putonghua
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