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.
Company Info
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