Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc
Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows and outflows
Prepare mutual fund and hedge fund materials for advising purpose
Requirements:
Bachelor’s Degree or above
1-2 years wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager,fresh graduates with strong interest in wealth management are welcome
Fluent language skills in Mandarin
Team player, with keen to details
Please state current and expected salary in your application
Fringe Benefits:
Attractive remuneration package
5-day Work Week
15-25 days of Annual Leave
Discretionary Performance Bonus
Group Medical Insurance covering spouse & children