Job Summary

• Support Investment Counsellors in delivering investment advisory services to private banking clients, including portfolio monitoring and performance analysis.
• Assist in preparing investment proposals, market updates, and client presentation materials.
• Maintain accurate client records and ensure compliance with internal policies and regulatory requirements.

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Skills & Requirements

Key Requirements

• Bachelor's degree or above
• Proficient in Cantonese, Mandarin, and English
• Relevant regulatory licenses preferred

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