Investment Consultant - Wealth Management - Retail Banking

Job Title: Investment Consultant - Wealth Management - Retail Banking
Contract Type: Permanent
Location: Hong Kong, Hong Kong
Salary: Negotiable
Reference: 9202_1562316665
Contact Name: Andrea Mak
Contact Email:
Job Published: July 08, 2019 13:05

Job Description

Hong Kong Head Office offers fast-track career development and prestigious central office location. Due to business needs, as Investment Consultant is needed to join the Retail Banking department focusing on developing Greater China markets.

We are now seeking for an INVESTMANT CONSULTANT - HKD 60-70K/month


  • Support Top Tier Relationship Managers to conduct financial reviews and provide tailored-made investment advice and wealth solutions to ultra-high net worth clients
  • Partner with Top Tier Relationship Managers in developing and growing existing client relationships through interpreting their diverse needs and delivering to exceed expectations
  • Report to Division Investment Head and work with a cluster of Top Tier Relationship Managers to build and grow high net worth client's portfolio
  • Maintain and develop a high level of product and technical expertise by working closely with internal product teams and business partners
  • Acquire new business opportunities from customers on all kind of investment products
  • Identify potential leads by outbound calls and face-to-face client's meetings


  • Bachelor's degree with honours in Finance, Economics, Mathematics or a related discipline
  • Industrial experience as a wealth planner, Investment Counsellor or sales leader role in either retail, private, investment banks or fund houses
  • HKSI papers 1,7,8 are required
  • 5 years above in retail wealth management experiences and strong selling in investment products
  • Proficiency in English, Mandarin and Cantonese

Interested candidate please CLICK apply button to apply online or send your resume in MS word format to Hillman Ross Recruitment Solution Professional

Please note that only shortlisted candidate will be notified. All information will be treated in strict confidence and solely used for recruitment purposes.