Wealth Management - Investment Consultant

Job Responsibilities

1. Asset Allocation Strategy Development & Execution: Develop diversified asset allocation recommendations across mutual funds, insurance, and structured products, aligned with client needs and market opportunities. Conduct regular portfolio reviews.

2. Client Advisor Training & Enablement: Design and implement targeted training programs for the sales team per business priorities. Deliver enablement support: curate allocation case studies, draft product analyses, and create scenario-based sales scripts.

3. UHNW Client Collaborative Management: Support client advisors in building and retaining UHNW client relationships via joint visits, complex customized allocation solutions, and personalized investment guidance.

4. Market Research: Analyze global financial markets, economic trends, and investment vehicles.

- 10 years and above professional experience (both in asset management and wealth management preferred and investment consulting)

- Proven track record on investment sales/ fund distribution

- Strong presentation and communication skills, detail-oriented and results-focused

- Full proficiency in English, Mandarin and Cantonese is a plus to liaise with colleagues in Head Office.

- Willing to travel to Hong Kong and Mainland China frequently