Investment Consultant (Private Wealth Management Department)

Ping An of China Securities (Hong Kong) Co Ltd


  • Provide market insights, investment advices to the relationship manager
  • Develop suitable financial strategies to high net worth clients
  • Analyze clients investment portfolios and understand clients’ financial needs
  • Design and review investment portfolios for high net worth customers
  • Provide investment solutions to current and prospective clients
  • Support joint-call meetings, clients portfolio review, sales activities and promotions


  • Degree or above in Finance, Economics, Business or related disciplines
  • Minimum 8 years of solid experience in investment consulting and business development
  • Sound knowledge in investment products. Experience in providing training / briefing for frontline channels
  • Good command of written & spoken English and mandarin
  • Good network with external product providers
  • Regulatory knowledge in SFC Type 1 and Type 4 licensed activities
  • License holder of SFC Type 1 and Type 4 licensed representative / Responsible officer


We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salary and date of availability to Human Resources Department. To apply for this position, please simply click “Apply Now”.  

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More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Medical plan
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time
  • 5 years
Career Level
  • Entry level
  • Degree