Director, Investment Consultant, Private Wealth Management

Job Responsibilities:

1. To support Head of P&S and sales team to promote Investment Consultant services internally and externally in all aspects;
2. To lead the Investment Consultant team to provide investment ideas and asset allocation plan from time to time;
3. Participate in joint call / meeting with existing or potential clients;
4. Provide timely market update and product ideas based on house view;
5. Collaborate with in-house research team to develop investment outlooks.

Job Specification:

1. Good knowledge on trusts and insurance is preferred;
2. At least 8 years of experience in advising different asset classes, including fixed income, equities, funds and structured products, in Private Banking / Wealth Management Industry, preferably with a degree qualification and other related professional qualifications (e.g. TEP, CPA etc.);
3. Good attitude and interpersonal skills;
4. Can work independently and proactively;
5. A good team player;
6. Fluent in English, Cantonese and Mandarin.