Investment Portfolio Consultant (IC)
Summary
Advises clients on optimizing investment portfolios by analyzing financial data and recommending strategies using industry-standard tools.
Responsibilities:
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Provide investment opinions & conduct briefings on investment market trend and investment products features.
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Deliver investment strategies to meet customers' investment needs.
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Support investment sales activities & client meeting.
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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.