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(Senior) Investment Portfolio Consultant
Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. Deliver investment strategies to meet customer investment needs. Support various kinds of investment sales activities & client meeting. Provide coaching on a wide range of investment products as well as technical trainings to sales staff. Requirements: Bachelor Degree or above with major in Finance, Economics or related discipline. 5 years (Senior Investment Portfolio Consultant) / 3 years (Investment Portfolio Consultant) of relevant working experience in Banking / Financial industry. Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or


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