Investment Consultant
2 weeks ago
Responsibilities:
- To work closely with wealth advisers on the management of client portfolios
- To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view
- To originate and communicate profitable investment ideas and market updates to various stakeholders
- To create tailored content and presentation material to support the overall wealth advisory business
- Additional/ ad-hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit
Requirements:
- Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
- Strong analytical skills, with a good understanding of financial markets and investments
- Excellent command of both spoken and written English, with strong communication skills.
- Has a passion for investing, and helping others make profitable investments
- Able to multi-task and meet constant deadlines
- Candidates without working experience or have less than 2 years of working experience are welcome to apply
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