(Senior) Investment Portfolio Consultant

caia.org - Jobboard • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Responsibilities:

Provide investment views & conduct briefings on investment market trends and investment product features.
Deliver investment strategies to meet customer investment needs.
Support various kinds of investment sales activities & client meetings.
Provide coaching on a wide range of investment products as well as technical training to sales staff.

Requirements:

Bachelor's Degree or above with a 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 equivalent.
Professional certifications such as CFA, CFP, CRWP, FRM, and CMT will be an advantage.
Sufficient experience, good market sense, and strong knowledge of investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products.
Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.
Enthusiasm in achieving goals.
Excellent command of spoken and written English and Chinese, and Putonghua is essential.
Willing to travel overseas & Mainland China.

#J-18808-Ljbffr

Related Jobs

(Senior) Investment Portfolio Consultant

Bank Of China (Hong Kong) Limited • Río Grande, PR, United States • $200k - $250k / year • 16h ago

Consulting Senior Level

16h ago

Senior Investment Consultant/ Investment Consultant, Private Banking

Bank Of China (Hong Kong) Limited • Río Grande, PR, United States • $200k - $250k / year • 17h ago

Consulting Senior Level

17h ago

Manager/ Senior Consultant/ Consultant - Organization Transformation - Human Capital - Hong Kong

caia.org - Jobboard • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Consulting Senior Level Business Development

1w ago

Senior Investment Consultant/ Investment Consultant, Private Banking

caia.org - Jobboard • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Consulting Senior Level

1w ago

Senior Consultant - Identity and Access Management - Cyber - Hong Kong

caia.org - Jobboard • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Consulting Senior Level

1w ago

Senior Consultant - Identity and Access Management - Cyber - Hong Kong

Risk & Insurance Management Society Inc • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Consulting Senior Level

1w ago

Senior Lead Counsel I - Hong Kong

Citi • Río Grande, PR, United States • $200k - $250k / year • 1m ago

Consulting Senior Level

1m ago

Legal Advisor / Legal Counsel (PRC lawyer)

Bank Of China (Hong Kong) Limited • Río Grande, PR, United States • $200k - $250k / year • 17h ago

Consulting

17h ago

Trade Finance Digital Payables Solutions

Illinois CPA Society • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Consulting

1w ago

Legal Advisor / Legal Counsel (PRC lawyer)

caia.org - Jobboard • Río Grande, PR, United States • $200k - $250k / year • 1w ago

Consulting

1w ago