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Investment Consultant (Top - tier retail bank, MNC, 5 yrs+ exp)Page Personnel
Investment Consultant (Top - tier retail bank, MNC, 5 yrs+ exp)Page Personnel
Job Highlights
  • Advisory on investment products
  • Attractive benefits and year-end bonus
Job Description

Specialisation on investment products

Client Details

Our client is an international leading bank with a long presence, providing extensive wealth products and quality financial services to clients worldwide. As part of business expansion in Hong Kong, they are seeking a high caliber professional for the position of Wealth Planner/Investment Counsellor to join their team.


  • Support Top Tier Relationship Managers to conduct financial reviews and provide tailored-made investment advice and wealth solutions to high net worth clients
  • Partner with Top Tier Relationship Managers in developing and growing existing client relationships through interpreting their diverse needs and delivering to exceed expectations
  • Report to Division Investment Head and work with a cluster of Top Tier Relationship Managers to build and grow high net worth clients portfolio
  • Maintain and develop a high level of product and technical expertise by working closely with internal product teams and business partners


  • Bachelor's degree with honours in Finance, Economics, Mathematics or a related discipline
  • Over 5 years of investment products experience in selling and customer services
  • Industrial experience as a wealth planner, Investment Counsellor or sales leader role in either retail, private, investment banks or fund houses
  • Solid knowledge of complex wealth products and solutions, economic dynamics, the impact of local market developments and regulatory requirement relevant to financial planning
  • Strong client centricity mindset and enthusiastic to provide the highest standards of delivery
  • Good analytical skills with ability to deliver needs based investment solutions
  • Licensed for promoting investment and insurance products is a must
  • Certified Financial Planner, Certified Financial Management Planner, Chartered Financial Analyst or other relevant qualification
  • Excellent communication skills in English, Cantonese and Mandarin

Job Offer

  • Regional exposure
  • Strong team support and collaboration with Top Tier Relationship Managers
  • An attractive base salary with competitive year-end bonus
  • Progressive career development into advanced investment product advisor or management role
  • Attractive benefits such as 25 days paid annual leave and health plus medical insurance coverage

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Winsy Lai on +852 2258 2441.

Additional Information
Career Level
Years of Experience
Employment Type
Full Time, Permanent
Company details
In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.

So if you're looking to take your career to the next level, visit