Junior / Senior Investment Specialist, Wealth Management (Welcome 4yrs RM exp to apply)
PI Business Consulting Limited
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2018-12-28
- Career Level:Middle
- Location:Not Specified
- Yr(s) of Exp:3 years
- Qualification:Degree
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Investment Private Banking Wealth Management
Job Description
On behalf of our client, a International bank in Hong Kong. We are inviting applications for the position of Senior Investment Specialist, Wealth Management, and you will be responsible for performing the following responsibilities.
Description
- Give advice on portfolio issues and meet clients on a regular basis.
- Recommend tailor-made, individually-optimized, investment portfolio for clients
- Monitor and oversee portfolio quality
- Monitor portfolio performance of the business as a whole
- Provide training to internal staff on portfolio-related matters
- Give regular presentation to clients
Qualifications
- University graduate in Finance or related discipline, preferably a CFA holder
- Eight years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc
- Strong communication and interpersonal skills
- Strong analytical skill
- Good knowledge of investment products
Interested candidates please forward your CV in "WORD" format to Mr David Chow, and mark code <JodsDB-SIS-DC>
Company Info
PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.
General Line: 2121 2580
Fax: 2121 2500
Website: www.piexsearch.com
Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong
Employment Agency Licence Number 67206
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