Investment Consultant

  • 35258
  • Life - Other
  • |
  • Hong Kong
  • |
  • May 24, 2019
Consulting
RESPONSIBILITIES
  • Develop, maintain and expand trusted partnership relationships with client contacts through problem solving, effective communication and provision of pragmatic and quality solutions specific to meeting their needs.
  • Manage client expectations.
  • Manage internal project team for quality and on time client delivery.
  • Meet client and new business targets as agreed, making significant financial contributions to achieving the Asia team’s annual business plans and medium to long term business vision.
  • Develop broader relationship with market participants and prospective clients.
QUALIFICATIONS
  • A highly motivated professional with the highest level of integrity. An individual who is committed to lifelong learning, and adapts new knowledge with ease, agility and open mindedness.
  • A self-starter who strives to achieve goals.
  • Deep investment knowledge gained in the investment industry through design, development and implementation of investment strategy, portfolio construction, or product/manager research. Experience gained with asset management organizations or asset owners preferred.
  • Knowledge of, and the ability to be conversant on a wide range of investment management topics, including the capital markets, portfolio construction, derivative, alternatives and investment theories.
  • Must have excellent ability to build personal relationships and influence key decision makers. Has the maturity and professional experience necessary to interact and consult effectively with internal professional staff, clients, and other outside parties on an independent basis.
  • Demonstrate accomplishments and success in working in a collegial professional environment where positive interaction and team working is required to fulfil clients’ needs.
  • Demonstrate excellent written and verbal communication and presentation skills in English and Cantonese, and the ability to work effectively at all levels of both the company’s and client organizations.
  • MBA or CFA or FSA / FIA / FIAA.