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Investment Counselor

Investment Counselor

ConnectedGroup LimitedHong Kong
9 days ago
Job description

Responsibilities

  • Provide professional investment advisory services to high-net-worth individuals (HNWIs) and institutional clients based on their financial goals, risk appetite, and market outlook.
  • Construct and manage client portfolios using a wide range of products including mutual funds, bonds, structured products, equities, and insurance.
  • Conduct regular portfolio reviews and performance updates with clients.
  • Collaborate with internal product teams and research analysts to stay updated on market trends and product offerings.
  • Ensurepliance with internal policies and regulatory requirements (, SFC guidelines).
  • Support Relationship Managers in client meetings and contribute to business development efforts.

Position Requirements

  • Bachelor's degree or above in Finance, Economics, Business, or related disciplines.
  • Minimum 5 years of relevant experience within Private banking, Wealth management or Investment advisory is essential.
  • Strong knowledge of financial markets and investment products (mutual funds, bonds, structured products, etc.).
  • Experience working with HNWIs or PRC clients is a plus.
  • Excellentmunication and interpersonal skills, with fluency in English, Cantonese, and Mandarin.
  • Client-centric mindset with a strong sense of ethics and professionalism.

    • Job ID K-0624

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    Investment Counselor • Hong Kong