Senior Investment Advisor / Investment Consultant recruitment

Responsibilities:

Provide quality investment advisory services to high net worth clients.
Work closely with relationship managers by providing technical data and market information.
Ability to make presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures and also predict exactly of what will happen to that investment in coming years.
Reviews a client's personal financial statements, gauges her income and expense levels and evaluates her risk profile.
Evaluates a client's cash availability and then recommends investment strategies based on her risk profile.
Ability to guide the investors to make correct long term and short term investment strategies for the client.
Continuous monitoring of the suggest investment performance and dynamically change strategies according to the performance.
Assisting in the launch and marketing of investment products.

Requirements:

Degree holder in Finance, Economics or related disciplines.
Minimum 8+ years investment consulting experience in the private banking industry.
Pass in HKSI Paper 1 and 4 or equivalent.
Complete knowledge about the finance industry, equity shares, bonds, commodities, mutual funds etc., must have complete knowledge about all types of investment.
Analytical – minded and sensitive to financial market trends.
Some travel to mainland China is required.
Excellent interpersonal and communication skills.
Good command in both English and Chinese. Fluent in Mandarin is an advantage.

Interested candidates please forward your resume (in MS Word format) to Stephen_Chow@kellyservices.com.hk

Data collected will be used for recruitment purposes only. Candidates not contacted within 2 weeks should consider their application unsuccessful.

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