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Urgent! Portfolio Counselor, VP Job Opening In Hong Kong, Hong Kong – Now Hiring Cornerstone Global Partners

Portfolio Counselor, VP



Job description

Job description
Role overview:
Understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio
Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing
Explain the Citibank house view to clients on macro-economics and various investment asset classes
Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return.
Meet HNW clients every quarter to closely monitor the portfolio performance and risk parameters
Focus on organic growth of portfolio investment return and new AUM growth


Ideal Profoile:
Articulate the portfolio analysis with high intellectual capabilities and impactful presentation in English and Chinese.
Good analytical skills with in-depth knowledge on financial markets.
Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders.
8-10 years of experience in relationship management, product specialist, investment research, insurance or financial communications.
Energetic, enthusiastic, flexible and capable of working under time constraints
University graduate in Finance, Business Administration or relevant disciplines


Required Skill Profession

Financial Specialists



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    Unlock Your Portfolio Counselor Potential: Insight & Career Growth Guide


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    • 7. Obeying Hong Kong laws and regulations
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    Cornerstone Global Partners interview tips for Portfolio Counselor, VP

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