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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