Job - Investment Specialist, iOSTOL Human Resource Limited
iOSTOL Human Resource Limited

iOSTOL Human Resource is one of the world's leading consultancy firm that specializes in recruitment of finance, banking and accounting professionals. We aim specifically at providing services to corporations in Hong Kong and the Greater China.

We are well-known for our dedication and professionalism in delivering the highest level of services to our clients. Businesses turn to iOSTOL Human Resources for personalised service and access to the most qualified talent for their recruitment needs. Experienced candidates work with us because we can provide them with rewarding employment opportunities and guidance at every stage of their careers.

Investment Specialist

Job Ref.IS(01)

Job description include:

  • Cultivate and maintain good relationship with clients to expand client base
  • Provide financial services to business partner and customers including fund investment, asset allocation and risk management
  • Explore client’s financial needs with e-tools and suggest financial solution to optimize effectiveness
  • Execute with various investment products and financial procedures e.g. mutual funds
  • Assist in developing effective ways of analyzing and presenting financial data 
  • Complete ad-hoc research to support investment ideas assigned by supervisors


  • Bachelor degree holder in all disciplines
  • Holder of SFC Type 1,7,8 licenses will be an advantage
  • Excellent interpersonal and communications skills with an analytical mind
  • Fluent English and Cantonese language skills, as well as a communicative level of Mandarin
  • At least 1 year working experience in finance, investment or banking industry is preferred
  • Professional qualifications are highly preferred (e.g. CFA, SFC etc)



  • Medical benefits, Study and Continuous Learning Sponsorship
  • 12 working days' annual leave
  • 5-day work week
  • Salary: 15-16K per month (negotiable which depends on education background & working experience)


How to apply:  

  • Interested parties please send your full resume with current, expected salaries and available date to
  • Only candidates authorized to work in Hong Kong will be considered


*Only shortlisted candidates will be notified for interview within 4 weeks of the date of this advertisement. All personal data collected will be kept confidential and used for recruitment purposes only*

Apply Now
Job Ref No.
IS(01) (CT3106667-01#0037)
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  • 5-day week
  • Medical plan
  • Year-end bonus
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