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.
Position | Company | Location | Update |
---|