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Investment Specialist

Wellesley Associates Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-05-19
  • Location:Not Specified
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Retail Banking  Treasury  Wealth Management
  • Benefits:Performance bonus, Five-day work week

Job Description

My client is a prominent bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a professional to join them.

Responsibilities:

  • Provide advisory service to client and relationship Manager
  • Recommend tailor-made, individually-optimized, investment portfolio for clients
  • Monitor and oversee portfolio quality
  • Provide training to internal staff on portfolio-related matters
  • Give regular presentation and market updates to clients
  • Act as a producer, placing order and meet clients

Qualifications:

  • 3+ years of experience working in financial industries
  • Sound knowledge of investment products (Bonds, Stocks, Funds, Structured products)
  • Strong communication and interpersonal skills
  • Good presentation skills
  • HKMA License
  • Willing to learn
  • Proficiency in both English, Cantonese, Mandarin

If you're interested in this role, forward an up-to-date copy of your CV via email, or call directly on +852 2847 9962. If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

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