Investment Counsellor VP/D

Job Description: Serve as a product specialist in PWM to maintain, motivate, and coordinate the sales of investment products, working closely with relationship managers to achieve sales targets. Train relationship managers on product knowledge and monitor investment ideas. Present investment ideas to clients through face-to-face meetings or conference calls. Construct and review client portfolio proposals based on clients' needs. Provide daily trade and administrative support. Ensure strict adhe

Unicorn Advisor (HK) Limited - Hong Kong - Full time

Salary: highly competitive

Qualification: Bachelors degree in Business Management, Banking, Finance, or a related field. Strong knowledge of investment products. At least 6 years of experience in wealth management, with exposure to investment, client-facing roles, and trading idea generation. Strong market awareness and interpersonal skills. Self-motivated with the ability to work independently and under pressure. Knowledge of Bloomberg and proficiency in advanced MS Excel. Excellent command of spoken and written English and Chinese, including Mandarin. Occasional travel may be required.
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