<p><strong>In this role, expected to:</strong></p><ul><li><p>Give advice on portfolio issues and meet clients ona regular basis.</p></li><li><p>Recommend tailor-made, individually-optimized, investment portfolio for clients</p></li><li><p>Monitor and oversee portfolio quality</p></li><li><p>Monitor portfolio performance of the business as a whole</p></li><li><p>Provide training to internal staff on portfolio-related matters</p></li><li><p>Give regular presentation to clients</p></li></ul><p><strong>ideally have the following skills and exposure:</strong></p><ul><li><p>University graduate in Finance or related discipline, preferably a CFA holder</p></li><li><p>Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc</p></li><li><p>Strong communication and interpersonal skills</p></li><li><p>Strong analytical skill</p></li><li><p>Good knowledge of investment products and portfolio-optimizing software</p></li><li><p>Excellent command in English, Cantonese and Mandarin</p></li></ul>