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Senior Investment Advisor, Private Banking

Asia Progress Executive Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-03-24
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Private Banking  

Job Description

Our client is the Private Banking division of a leading Chinese bank. To cope with the rapid business expansion, they are now inviting high caliber candidates to join them in Hong Kong.

 

Senior Investment Advisor, Private Banking

 

Descriptions:

  • Work with relationship managers in maximizing clients’ investment assets and revenues according to clients’ investment needs
  • Develop investment products to meet clients’ needs
  • Deliver the agreed key performance indicators within specified time frames with high quality
  • Prepare the marketing commentary for clients and internal customers on a regular basis

 

Requirements:

  • Degree holder with at least 8 years of relevant experience in private banking and/or wealth management business
  • Qualified and experienced under SFC to carry out Type 1 and 4 regulated activities
  • Professional designation of CFA, CFP and/or CWMP is preferred
  • Strong interpersonal skills to manage a good relationship with clients and peers
  • Good command of spoken and written English and Chinese, including fluent Putonghua

 

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW

Please quote our reference in your application

Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided upon request.

All information provided will be used for recruitment purpose only.

Company Info

Asia Progress is a well-established and reputable boutique talent acquisition agency specialising in the Banking & Finance industry. We firmly believed in providing exclusive and bespoke talent search to our clients and career advice to our candidates. 

Equipped with solid experience in recruiting for all levels, we have successfully developed an established and renowned practice. Our reputable network in the Banking & Finance industry is what makes us stand out from our competitors and enables us to remain competitive yet at the same time providing professional talent search and career advice.

For enquiries and contact details, please visit: www.asiaprogress.com.

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