Investment Consultant – Top Tier Private Bank Investment Consultant – Top Tier Private Bank …

Kelly’s Snapshot A fantastic opportunity for experienced Investment Consultants to join a global leading private bank.

Company Profile

Our client is one of the top tier private banks that offers a wide range of financial services including private wealth management and investment services. They are currently seeking for an Investment Consultant due to continual expansion.

 

Exciting new role for you

You will be responsible to act as product specialist in the Private Banking Division to generate and coordinate the sale of investment products, and work closely with relationship managers to meet performance targets. You will be responsible to provide investment guidance and insights to clients and tailor-made investment strategies accordingly for client’s best interest. In addition, you will analyse client’s risk tolerance and monitor client’s asset portfolio for performance and future opportunities.

 

Requirements

• At least 3 years + working experiences in investment advisory/wealth/asset management or relevant field.
• Experienced in portfolio management within private banking sector.
• Equipped with extensive knowledge of investment advisory.
• Strong analytical, technical and problem-solving skills.
• Client-centric with strong interpersonal, communication and relationship building skills.
• Good command of both written & spoken English and Chinese.

 

Rewards

You will be working at a fast path and high performing team with great career progression. Attractive remuneration and package.

 

Action Now

Please send your CV to ruby_lau at kellyservices.com.hk and call Ruby Lau at +852 2281 0060 to have a confidential discussion about this role and other exciting opportunities with you.