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Investment Consultant

RenfrewHugh Solutions Co.

  • Company Industries:Others

Job Information

  • Post Date:2019-06-17
  • Career Level:Entry Level
  • Location:Quarry Bay
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Asset Management
  • Benefits:Five-day work week, Life insurance, Medical insurance, Performance bonus, Transportation allowance

Job Description

Job Responsibility:

Provide portfolio management to company clients;

Provide excellent service and professional advice to client;

Identify new business opportunities & build long term relationship with clients;

Develop the business of commercial accounts;

Provide finance market research and analysis;

Develop new business prospects and referrals through business partnership;

Deliver high standard of services and build relationship with Bank partners and direct customers;

Serve clients and offer financial planning / solutions to cater for their financial needs;

Support the growth of Team by developing / exploring new direct distribution channels;

Prepare and implement marketing and sales program;

Ensure excellent customer service quality;

Achieve goals of portfolio growth and sales / business target set for the Division;

Involve in strategic planning and execution of business plans;

Facilitate legal and operational compliance of all business activities;

Be familiar with regulatory requirements, and to ensure full compliance with internal and external requirements on relevant regulated activities;

Provide quality market path training for your teammates;

Meet with client and overseas trip will be needed; &

Candidate with more relevant experience will be considered.

 

Offer

Attractive salary with competitive remuneration plus attractive bonus;

Comprehensive on the job training and coaching;

Professional investment & research team support; & 

Overseas exposures and convention.

 

People we are looking for

Preferably Bachelor Degree or above;

High discipline, positive attitude and able to work under pressure;

Excellent interpersonal and presentation skills;

Solid sales experience from financial institutions, providing professional advice to clients, ideally with experience working in a Wealth Management environment;

Strong self-motivation, proactive and sales-oriented;

Good level of verbal English and Cantonese, with Putonghua an advantage; &

Mainland China Fresh graduates with IANG VISA are welcome.

Company Info

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