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Investment Consultant

AIA International Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-09-24
  • Location:Fortress Hill
  • Employment Type:Full time
  • Others:Medical insurance and fringe benefits
    Excellent and promising career development
    Various leave entitlements (e.g Birthday,
  • Job Function:Account  Relationship  Management  

Job Description

Responsibilities:

  • Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc
  • Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows and outflows
  • Prepare mutual fund and hedge fund materials for advising purpose

Requirements:

  • Bachelor’s Degree or above
  • 1-2 years wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager,fresh graduates with strong interest in wealth management are welcome
  • Fluent language skills in Mandarin
  • Team player, with keen to details
  • Please state current and expected salary in your application

Fringe Benefits:

  • Attractive remuneration package
  • 5-day Work Week
  • 15-25 days of Annual Leave
  • Discretionary Performance Bonus
  • Group Medical Insurance covering spouse & children
  • Dental Insurance
  • Medical Checkup
  • On-the-job Training
  • Excellent Career Prospects

Interested parties please send your CV with current and expected package, as well as date of availability to us. All information collected would be used for recruitment purpose only. Application process may take 2 to 3 weeks; candidates would not be considered, should there be no contact within 8 weeks.

Company Info

AIA International Limited

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