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Investment Advisor (Funds)

Cornerstone Global Partners

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-05-25
  • Location:Not Specified
  • Salary:HK$35,000 - 55,000 /month
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Private Banking  Retail Banking  

Job Description

With over 400 investment funds managed by reputable international fund houses, cover different asset classes, including global equities, bonds, money markets and foreign exchange markets. 

 

 

The Role

  • Assist in providing daily global markets commentaries and advisory services for Private Banking, Retail Banking and Wealth Management units and Corporate Wealth Management
  • Conduct global markets research and assess the suitability of various investment products, in particular Fund products to meet client investment needs
  • Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function

 

 

You will need

 

  • University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus
  • Over 5 years’ experience in investment advisory service or private banking, with good knowledge of global markets and investment products
  • HKSI passed

 

Company Info

Cornerstone Global Partners is a China centric recruitment solutions  firm with a global reach through offices in Greater China and 60 network offices around the globe.  Cornerstone Global Partners provides multi-national clients entering or expanding operations in China and Chinese companies going outbound with a range of talent acquisition and talent management solutions.

These services include traditional C-level to mid-level executive search, market entry/outbound investment consultancy and organizational design solutions through their industry specialized Partners and Consultants.

For more information, please visit our website: http://www.cornerstoneglobalpartners.com/

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