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Investment Consultant IC

Forwin Financial Group (Hong Kong) Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-07-05
  • Career Level:Middle
  • Location:Admiralty
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Asset Management
  • Benefits:Five-day work week

Job Description

Job Responsibilities

This position is responsible for development of business relationship with high-net-worth individuals and families. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients, focus in global asset allocation and oversea investment opportunities. The job duties associated with this role may be expected to include but not limited to:

  • Developing and maintaining business relationship with high-net-worth individual clients.
  • Providing financial advice to high-net-worth clients and their families.
  • Presenting research services and advising clients on oversea investment opportunities.
  • Provide trading and execution services for clients, including but not limited to offshore equities, fixed income, mutual funds ,options ,futures and alternative products.
  • Working in a highly dedicated and professional team environment.

 

Knowledge

  • Thorough understanding of Wealth Management business.
  • Strong academic background in the areas of economics and math.
  • Profound knowledge of the domestic and international capital markets and the firm’s products and services.

 

Skills and Abilities

  • Solid skills of economic and quantitative analysis.
  • Excellent communication , presentation , and interpersonal skills.
  • Good team player with integrity and willing to work hard

 

Qualifications

  • More than 3 years related experience in securities company or asset management institution.
  • Providing wealth management service to high-net-worth clients and their families.
  • Graduate degree in relevant majors from renowned universities.
  • Working experience in Mainland China is preferred. Good presentation skill in Mandarin is required.

 

 

Attractive remuneration package will be offered to the suitable candidates. Interested parties please send your full resume with current and expected salary (must) by clicking "Apply Now".

 

All personal data collected will be used for recruitment purpose only.

 

Company Info

Forwin Financial Group (Hong Kong) Limited is a Hong Kong based financial intermediary, linking the financial markets in the Mainland and Overseas. The Group is committed to working with a number of internationally renowned financial companies to provide asset management, securities trading, futures trading and fund for all types of enterprises and high net worth clients.

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