Investment Counsellor

Job Title: Investment Counsellor
Contract Type: Permanent
Location: Hong Kong, Hong Kong
Salary: Negotiable
Reference: EL18281_1546415852
Contact Name: Eva Leung
Contact Email:
Job Published: January 02, 2019 15:57

Job Description

Job responsiblities

  • identify investment trends and provide information on mutual fund products
  • customise investment advices based on clients' investment portfolios
  • work closely with RMs on engaging clients and providing investment advice
  • liaise with fund providers to maintain relevant and updated market and product information


  • more than 5-8 years experience in the wealth management business
  • strong product knowledge in mutual funds
  • selfstarter
  • good exposure to macro economics and investment trends
  • previous experience in a frontline sales / RMs capacity is preferred
  • SFC license 1&4 is required
  • CFP / CFA is preferred
  • Fluency in Englihs, Cantonese and Mandarin