Senior Investment Consultant

  • 58- 70K
  • Hong Kong
  • CDI, Plein-temps
  • Talent Pro Recruitment Company Limited
  • 20 mars 19

Our client, a leading financial institution, is now looking for a high caliber candidate to fill up Senior Investment Consultant position.

The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as: Investment products analysis and review

To identify and understand clients' long term needs, construct, recommend and execute investments solutions

To regularly conduct client investment portfolio reviews including re-balancing The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs