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Hong Kong
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HK$
Listed any time
Experience
Education level
Benefit
Industry

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3 to 5 years


Bachelor

$40K-60K/Mth

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Degree holder in Finance, Business Administration, or related disciplines

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Top leading Bank in Hong Kong

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Bachelor

$18K-25K/Mth

Gain valuable experience in Banking & Financial Services

Bachelor's degree in finance, economics or related field

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Bachelor's degree in finance, economics or related field

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Diploma of Secondary School

$5K-8K/Mth

Join a Premier Banking Team!

Cultivate Client Partnerships, Deliver Expert Advisory

Proven experience in investment advisory required

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Investment Specialist (Banking)

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PI Business Consulting Limited
Human Resources Management / Consultancy
Updated within 3 months
HK $40K-60K/Month
Bachelor
3 to 5 years
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
Gratuity
Year-end bonus
5-day week
Birthday leave
Bank holidays
Additional subsidies
Insurance plan
Medical plan

Job Description

Main Responsibilities

  • Providing advice on portfolio issues and meeting clients regularly

  • Recommend tailor-made, individually optimized investment portfolios for clients

  • Monitor portfolio performance of the business as a whole

  • Give regular presentations to clients

Requirements

  • University graduate in Finance or related discipline, preferably a CFA holder

  • 3 years of relevant experience working as a relationship manager, portfolio counselor, fund manager, financial advisor, etc


Languages
English
Cantonese
Mandarin
Skills
Investment Advisory

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Aiden Lee
PI Business Consulting Limited · Director
Active within 3 days

Job Location

中環-Central, Central and Western

中環

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Location

Direction


Company Overview

PI Business Consulting Limited was established in 2004 and was founded and managed by experienced human resources professionals. The company provides human resources consulting services, specializing in the search and selection of senior executives in the banking and financial and insurance industries. In Hong Kong, we focus on the banking and financial, luxury retail, fast-moving consumer goods, insurance, consulting and information technology industries. The diversified team is composed of consultants who have worked in financial institutions and multinational companies, and provides clients with rich experience and professional knowledge. Our service scope covers human resources services, executive search, business process outsourcing, human resources consulting, wage outsourcing and dispatch services. PI Business Consulting Limited is committed to providing all-round human resources consulting services to customers, helping companies in various industries to find suitable senior management talents and promote their development and expansion. PI Business Consulting Limited, established in 2004 by experienced human resources professionals and managed by them, provides human resource consulting services specializing in the search and selection of executive management for banks, finance, and insurance industries. In Hong Kong, we focus on executive searches and selections within banking finance, luxury retail, consumer goods, insurance, consultancy, and information technology sectors. Our diverse team is composed of consultants who have worked in financial institutions and multinational corporations, providing clients with rich experience and professional knowledge. Our service scope includes human resource services, executive search, business process outsourcing, human resource consulting, wage outsourcing, and staffing services. PI Business Consulting Limited is committed to offering comprehensive human resource consulting services to help companies across various industries find suitable senior management talents, contributing to their growth and development.


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