Head of Investment Advisory, Private Banking
China Construction Bank (Asia) Corporation Limited
- Company Industries:Financial Services
Job Information
- Post Date:2019-05-06
- Career Level:Senior
- Location:Central
- Yr(s) of Exp:10 years
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Private Banking
- Benefits:http://www.asia.ccb.com/
Job Description
PRINCIPAL ACCOUNTABILITIES:
- Contribute to the development and refinement of the vision and strategy for the business
- Managing the Type1 & Type 4 regulated activities of Private Banking Division
- Build and lead an effective and cohesive investment advisory team
- Liaise with internal department or external parties on new product development
- Working closely with PB management and RMs to provide timely market information and investment initiatives
- Conduct training/coaching to sales staff on market trend and product knowledge
- Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs
- Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines
EXPERIENCE / KNOWLEDGE REQUIRED:
- University graduate with 10 years banking experience in which at least 8 years in investment advisory services
- Qualifications in IIQE/HKSI related areas are required
- Possess CPWP certification or pass in relevant papers
- CFA or CFP will be an advantage
- Excellent communication skills in both English and Chinese (including Cantonese & Putonghua)
- Proactive, excellent team player with strong multi-tasking and organizational skills
Company Info
China Construction Bank (Asia) Corporation Limited [“CCB (Asia)”] is the retail and commercial business platform of China Construction Bank Corporation [“CCB”] in Hong Kong. As of June 30, 2017, CCB (Asia) has 50 branches in Hong Kong and offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services and cross-border financial services, etc.
We’re inviting high caliber professionals to share our vision and mark our success together.
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