Scope of Responsibilities:

• Collaborate with Relationship Managers to deliver professional investment planning services

• Identify customers' needs and match their needs with appropriate products and services
• Perform as a product expert in Capital Markets investment, including equities, fixed income, real estate fund, etc.
• Conduct investment analysis at the stock and equity portfolio levels, including assisting with account and portfolio reviews and preparing new investment proposals
• Assist Relationship Managers in conducting portfolio reviews, explain investment strategy and product updates to clients
• Support product launches, roadshows, and other customer activities

Qualifications / Requirements:

• Bachelor's Degree in Business, Finance or related discipline

• Minimum of 5 years’ experience in investment consulting and management in financial institutions / banking industry
• Experience in handling with clients’ enquiries is preferred
• Possess good understanding of financial and investment market
• Strong accountability and service mindset to ensure efficient and effective client service processes
• Mature, proactive, stable, excellent interpersonal and communication skills
• Holder of SFC license Type 1 & 4
• Excellent verbal and written communication skills – English and Chinese (Mandarin is a must)

We offer:

• Competitive package + year-end bonus + insurance benefit
• Full range of professional training program
• Bright career path to every successful candidate
• Company sponsors selected professional qualification

If you are ready to challenge yourself in a performance-driven and dynamic culture that recognizes and rewards talent, we would like to meet you. We are an equal opportunity employer. Our application process is completely secure and confidential. When you submit your credentials, we will review your application, examine your qualifications. We will contact you to pursue a conversation if your background and skills align with our firm’s needs.