CIO Office IC

1.    

Act as Investment Consultant in

providing comprehensive investment related services to Account Managers and high-net-worth

customers, covering the entire asset allocation process. This included

tailor-made investment proposal preparation (Chinese & English), portfolio

analysis and product selection (structured products, bonds, funds, etc).

2.    

Conduct customer portfolio

analysis, with good understanding of risk tolerance, investment orientation and

expected return to provide comprehensive investment recommendations.

3.    

Leverage on wealth management solutions such as bonds, structured

products and funds to achieve high-net-worth customers' financial goals by

matching their risk appetite.

4.    

Consolidate client statements from financial institutions, and

compile monthly P&L statement.

1. University degree in Finance or related

disciplines, with professional qualifications such as CFA an advantage.

2. 3 or above years wealth management

experience as Investment Consultant.

3. Strong knowledge of various wealth

management products and with expertise in customer portfolio management.

4. Proficiency in Mandarin is a must, with

fluent language skills in English.

5. Team player, with keen to details.