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Transition from RM to Investment Consultant Opportunity

  • Location

    Hong Kong

  • Sector:

    Financial Services and Banking

  • Job type:


  • Contact:

    Natalie LU

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    7 months ago

  • Expiry date:


Investment Consultant

My client is a leading Chinese Bank looking for an investment consultant who also has relationship management experience. This would be a good opportunity for RMs who have desire to explore IC opportunities as his/her next career step.



  • Initiate ideas on multi-asset (UT, Bonds, Equities, strucutered Products).
  • Keep up-to-date with market developments, consider the economic implications of news and other global factors on the performance of companies in the research universe.
  • Make informed recommendations to RMs and clients, including updating all stakeholders on investment ideas.
  • Advise on portfolio construction for implementation in client portfolios.
  • Ensure recommendations meet compliance regulations.
  • Keep the team updated with new market trends and developments in investment products
  • Assist in the management of advisory lists for regional use including periodic monitoring and reviews.



  • Degree holder with more than 3 years of relationship management and investment experience
  • Excellent research and writing skills as well as communication skills (interpersonal skills and ability to broadcast proprietary and secondary research
  • Capable of working independently and in a team environment