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Financial Advisor - Banking

Zebra Strategic Outsource Solution Ltd

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-08-01
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Financial Services  Equities / Capital Markets  

Job Description

Responsibilities:

  • Analyze clients’ risk profile and financial condition, render advice and make recommendations to help achieving clients’ financial goals;
  • Review and respond to clients’ changing needs and financial circumstances;
  • Develop relationships with clients and acquire new clients through existing networks and internal business referrals;
  • Stay on top of market news, financial products development and industry trends;
  • Adhere to the professional and ethical standards set forth by the Bank, FINRA, SFC and other regulatory bodies.

 

 

Requirements:

  • Minimum 10 years of working experience in the brokerage/related industry;
  • University Degree preferred;
  • Comprehensive industry and investment knowledge;
  • Proactive and result oriented with strong selling skills;
  • Excellent communications and interpersonal skills;
  • Good command of English, Cantonese and Mandarin;
  • HKSI LE Paper 1, 7 and 8 or equivalent;
  • FINRA (Series 7) registered is preferred.

    **Candidates with less experience will be considered for Assistant Vice President or Manager**

Company Info

ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.

With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.

Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.

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