Job ref no.: CT3116128-01#0979

Investment Advisors (Specialist/ Analyst) (Funds)

Global Associates

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan


  • Part of the team to provide advisory services and investment solutions to Financial Advisors
  • Conduct regular coaching, training and market / product briefing to Financial Advisors to enhance their product / portfolio knowledge
  • Develop sales materials / scripts for sales staff to enhance their professionalism and sales efficiency
  • Provide regular and timely feedback to Product Management on customer feedback related to new investment products, services and promotion
  • Improve control and compliance quality on investment selling


  • University degree in Finance and Economics, or other relevant discipline.
  • Minimum  2 to 4 years of relevant experience in financial industry, with good knowledge of investment funds
  • Relevant professional qualification desirable
  • Holder of SFC/HKMA Type 1 and 4 licenses
  • Services-oriented, good interpersonal and communication skills
  • Meticulous, self-motivated and presentable
  • Excellent in spoken and written English and Chinese


If you are interested please send your full resume in MS Word format, along with salary history and expectation to Daniel Luk by clicking Apply Now

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More job information
Job ref no. CT3116128-01#0979
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Non-management level
  • Degree