management, in full compliance with Hong Kong’s regulatory framework. Position Summary The Investment Consultant plays...Conduct comprehensive financial assessments Bachelor’s degree in Finance, Economics Recommend suitable investment...
investment advice to the clients based on their needs and risk profile in conjunction with the house views on various products..., investment horizon, and liquidity needs Customize portfolio proposals for clients through allocation of client funds...
and on clients’ portfolios Acquire High Net-Worth Clients & manage existing relationships Provide appropriate investment advice..., investment horizon, and liquidity needs Customize portfolio proposals for clients through allocation of client funds...