Job ref no.: CT3114630-01#8422

Investment Consultant

Noah International (Hong Kong) Limited

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


  • Handle with follow-up phone call with clients for confirmation of sales transaction
  • Prepare and present in-house communication in relation to the Noah HK’s products to the Regional Relationship Managers
  • Perform as a product expert in Capital Markets investment, including equities, fixed income, real estate fund, etc.
  • Assist Relationship Managers in conducting portfolio reviews, explain investment strategy and product updates to the clients

Skills / Qualifications:

  • Bachelor’s Degree in Business, Finance or related discipline
  • Minimum of 3 years of experience in investment consulting and management in financial institutions / banking industry, experience in handling with clients’ enquiries is preferred
  • Possess good understanding of financial and investment market
  • Strong accountability and service mindset to ensure efficient and effective client service processes
  • Excellent verbal and written communication skills – Mandarin is a must
  • IANG visa is also welcome

We offer:

  • Competitive package + year-end bonus + comprehensive insurance benefit
  • Full range of professional training program
  • Bright career path to every successful candidate
  • Company sponsors selected professional qualification

Please attach a detailed resume together with your current salary, expected salary, notice period and contact information by clicking Apply Now

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More job information
Job ref no. CT3114630-01#8422
  • N/A
Job Function
  • Central
  • 3 years - 8 years
Career Level
  • Non-management level
  • Degree