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Fund Investment Advisor - Retail Banking & Wealth Management

Asia Progress Executive Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-04-07
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Analyst  Private Banking  Retail Banking  

Job Description

Our client is a local banking group that comprises retail banking and wealth management, commercial banking, global banking and markets, and private banking. They also offer a comprehensive range of renminbi services.

 

Fund Investment Advisor

 

Responsibilities:

 

  • Assist in providing daily mutual funds commentary and advisory services for Private Banking, Retail Banking and Wealth Management units and Corporate Wealth Management
  • Conduct global market research and assess the suitability of various investment products, in particular funds, unit trust products for recommendation to meet customer needs
  • Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function Lead and train up junior team members

 

 

 

Requirements:

 

  • University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus
  • Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • 5 to 10 years’ experience in Fund investment advisory service or private banking investment advisory, with good knowledge of  investment products
  • Strong self-motivation, with the ability to work independently and under pressure
  • Good communication, interpersonal and presentation skills
  • Proficiency in both written English and Chinese, fluency in Putonghua an advantage

 

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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