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Investment Consultant, Wealth Management (Bank)

Godwin Consultancy

  • Company Industries:Others

Job Information

  • Post Date:2017-03-07
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Private Banking  Retail Banking  

Job Description

Responsibilities:

  • Actively support and drive front-line sales to achieve business growth of wealth management products
  • Plan, organize and conduct training for sales force to equip them with necessary competencies to conduct selling activities
  • Support joint-call meetings, clients portfolio review, sales activities and promotions
  • Collaborate and build effective partnership with branch managers and front-line sales to deliver sales target

 Requirements:

  • University degree in business related disciplines
  • Minimum 5 years’ relevant experience in banking/ financial services industry
  • Holder of relevant SFC licenses
  • Candidate with CFA or CFP qualification is preferred
  • Sales driven and goal oriented
  • Good analytical ability and excellent interpersonal skills
  • Proficiency in both written and spoken English, Chinese and Putonghua 

 

Interested parties, please send your FULL RESUME to our office email address as stated above or mail to Godwin Consultancy, RM 2404, 24/F, World-Wide House, 19 Des Voeux Road, Central, Hong Kong. For any enquiry, please contact us at (852) 3667 9197 / Fax (852) 3667 9002.

All information provided will be treated in strictest confidence and used solely for recruitment purpose.

 

Company Info

Godwin Asia is a recruitment consultancy firm dedicated to offering a array of recruitment service of Executive Search, General Recruitment and Contract Professionals to fulfill client's staffing needs. We  are specialized in banking and finance sector and come across to a variety of sector within Greater China and Asia Regions.

 

 

For any enquiry about our recruitment services or job application please contact us by:

 

Interested parties, please send your FULL RESUME to our email address: i[email protected]    

 

Website: www.godwinasia.com

 

Tel:   (852) 3667 9197

 

Fax:  (852) 3667 9002

 

 

 

 

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