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Product & Investment Manager, Private Banking

Job Gallery Consultancy Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2019-02-27
  • Career Level:Middle
  • Location:Central & Western Area
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Private Banking  

Job Description

 
Job Description :
  • Act as product specialist in Private Banking Wealth Management products to continue maintain, motivate and coordinate the sale of investment products, and working closely with Relationship Managers
  • Initiate and monitor investment ideas
  • Coach and motivate Relationship Managers
  • Prepare recommendations for investment products
  • Ensure sales conduct are in strict adherence
  • Upgrade and maintain professionalism in investment
  • Provide daily trade and administrative support
Job Requirements:
  • University Degree or above in related subjects
  • CFA, CFP, CPWP, holder of SFC / HKMA / Insurance license is an advantage
  • At least 3 years related banking and technical experience
  • Strong investment products knowledge
  • Independent and excellent analytical skill
  • Excellent communication and interpersonal skills
  • Good command of spoken and written English and Chinese including Putonghua

Company Info

Our client, a steadily growing Chinese Bank in Hong Kong, is looking for a talent to join them.

Our recruitment consultants will provide tailor-made advice for individual job seeker. 

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