Hong Kong Job Openings

Unicorn Advisor (HK) Limited

Multi-asset Investment advisor/counsellor

FULL TIME

September 18, 2024

Identify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning) Understand Client's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of wealth management and relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
6-10 years’ experience in investment advisory service, with good knowledge of global / local markets and investment products
knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
Good understanding of financial markets and regulations
Strong communication and presentation skills
Proficiency in both written English and Chinese (Mandarin)


ABOUT COMPANY
Unicorn Advisor (HK) Limited
Hong Kong
HR & Recruitment

Unicorn Advisor’s business in Asia began in 2016 as a specialist Financial Markets / Investment Banking/ Information Technology Executive Search firm,...

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