Investment Specialist, Wealth Management (Hong Kong)

Our client is a asset and wealth management firm that provides multi-asset investment solutions for HNWI clients, family offices, etc. As the business continues to grow, they are looking for an Investment Specialist and the position is based in Hong Kong.

Key Responsibilities

• Provide investment advice across multiple asset classes, including equities, fixed income, funds, FX etc
• Develop customized investment proposals and portfolio recommendations based on clients objectives, risk tolerance, liquidity needs, and investment horizon
• Conduct portfolio reviews and identify opportunities for portfolio and investment optimization
• Monitor market trends and development to update actionable investment ideas to Relationship Managers and clients
• Update market outlook and investment product trends to relationship managers and clients
• Support in enhancing investment process and strategies
• Other ad-hoc tasks when necessary

Key Requirements

• Bachelor's degree in Finance, Economics, Business Management or other disciplines
• At least 5 years of investment advisory / investment research experience in wealth management or asset management industries
• Strong financial product knowledge eg equities, fixed income, funds, private equity etc
• Strong understanding of financial market trends and development
• Strong presentation and communication skills
• Fluent in Chinese and English

Interested parties please send your resume to Loretta Chan, R1876188 at .
Regrettably, only shortlisted candidates will be contacted.