Our client, a Leading Financial Institution Group is looking for high-caliber person to fill the position. 

Responsibilities:-

• Provide investment advisory and recommendations on Investment Portfolio for Group Private Wealth Management and all types of Investment Products covering major assets classes with specialty in equities, bonds, fixed income instruments, mutual funds, and structured products to high-net worth clients as well as Senior Management and Marketing Team of Wealth Management Section within the Group
• Search and source for appropriate investment products according to clients’ needs and market conditions
• Develop a wide range of new  Private Wealth Management investment products
• Design marketing sales kit and provide write-up on the features of investment products
• Proactively communicate investment outlook and ideas to Private Wealth Management clients
• Prepare market reviews and commentaries on a regular basis for Private Wealth Management Marketing Team

Requirements:-

• University degree holder
• Solid experience in Private Wealth Management / Private Banking Investment Portfolio and Investment Advisory on Structured Products / Investment Products for Wealth Management with banking / finance sectors
• Team Leader with mature personality and excellent communication skills with various business units
• Able to exercise judgment, work under pressure and liaise effectively with the business and supporting units
• Excellent command of spoken and written Chinese and English including Cantonese and Putonghua

GlobalExec is one of the most successful and fast growing total human resources solution providers in Asia. We specialize in industries including Banking & Finance, Information Technology, Commerce, FMCG, Retails and Manufacturing sectors. Clienteles include major Banks, IT Vendors and Global 1,000 Companies. Our Consultants are all experienced professionals in specialized industries who possess strong business acumen and commercial awareness hence able to deliver our best practice at all time.

Suite 602-3, 6/F, Wing On Centre, 111 Connaught Road Central, Hong Kong
Tel : (852) 3551 9300       Fax : (852) 3551 9400
E-mail : [email protected] (preferable)
Website : www.globexec.com