Investment Counsellor Analyst

Main responsibilities:

1. Assist investment advisors in promoting and implementing investment solutions to global private bank customers and potential customers.

2. Support investment advisors in handling client-related matters, including account review, investment proposal preparation, marketing material translation, order processing, and trade execution.

3. Collaborate with investment advisors to develop investment plans, such as product promotion event preparation, switching investment portfolios, creating pitch books, and optimizing investment portfolios, etc.

4. Provide administrative support, including meeting and travel arrangements, customer relationship manager report writing, marketing activity follow-up, etc.

5. Ensure strict compliance with internal and external regulations, uphold the company's values and business principles.

Job Requirements

1. Excellent organizational and communication skills.

2. Have risk awareness, especially in transactions.

3. Those with transaction execution experience are preferred.

5. University degree, fluent in Cantonese and Mandarin is a must.

6. Proficient in using Microsoft Office office software.