Investment Consultant (Private Wealth Management Department) Investment Consultant (Private Wealth Management  …

Ping An of China Securities (Hong Kong) Company Limited/ 中國平安証券(香港)有限公司
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 25 May 20
Negotiable
Ping An of China Securities (Hong Kong) Company Limited/ 中國平安証券(香港)有限公司
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 25 May 20
Negotiable
We are seeking high caliber and self-motivated candidates to join our team for our expansion.

Responsibilities:

  • Provide market insights, investment advices to the relationship manager
  • Develop suitable financial strategies to high net worth clients
  • Analyze clients investment portfolios and understand clients’ financial needs
  • Design and review investment portfolios for high net worth customers
  • Provide investment solutions to current and prospective clients
  • Support joint-call meetings, clients portfolio review, sales activities and promotions

Requirements:

  • Degree or above in Finance, Economics, Business or related disciplines
  • Minimum 8 years of solid experience in investment consulting and business development
  • Sound knowledge in investment products. Experience in providing training / briefing for frontline channels
  • Good command of written & spoken English and mandarin
  • Good network with external product providers
  • Regulatory knowledge in SFC Type 1 and Type 4 licensed activities
  • License holder of SFC Type 1 and Type 4 licensed representative / Responsible officer

We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salary and date of availability to Human Resources Department. 

All applications will be treated in the strict confidence and personal data collected will be used for recruitment purpose only.

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