Investment Consultant (private Banking Services) At Banking / Finance

Me2Works

Wan Chai, Hong Kong
On-site
Portfolio analysis
Investment advice
Regulatory compliance
The role involves reviewing and analyzing clients’ portfolios to align with their financial goals

Job Summary

  • The role involves reviewing and analyzing clients’ portfolios to align with their financial goals.
  • Investment consultants work closely with RM teams to provide tailored investment advice.
  • Candidates will enjoy an attractive remuneration package for their expertise.

Matching Summary

The role involves reviewing and analyzing clients’ portfolios to align with their financial goals.

Skills & Requirements

Must-have

  • Portfolio analysis
  • Investment advice
  • Regulatory compliance

Nice-to-have

  • Strong communication skills
  • Ability to work under pressure
  • Fluency in multiple languages

Key Requirements

  • Degree in Finance or related field
  • Minimum 5 years of private banking experience
  • Qualified under SFO for Regulated Activities

Work Rights

Not specified

Tailored Resume

Cover Letter