Investment Advisor, Private Banking
Wealth Dimensions Consultancy Limited
- Company Industries：Human Resources Management/Consultancy
Job Information
- Post Date：2022-09-07
- Career Level：Middle
- Location：Not Specified
- Yr(s) of Exp：5 years
- Qualification：Degree
- Employment Type：Full Time
- Job Function：Banking / Finance Investment Private Banking Retail Banking
- Benefits：Medical insurance, Performance bonus, Five-day work week
Job Description
Our client is one of the leading Chinese Private Bank in Hong Kong, and now looking for the High Calibre candidates to join their position of Investment Advisor, Private Banking.
Responsibilities :
- Provide professional support and join call with Private Banking Relationship Manager.
- Boost up investment sales, optimize sales capacity and effectiveness for investment business.
- Formulate and implement business strategies to support assigned relationship managers so as to generate investment fee income.
- Prepare market commentaries, market update and provide advisory service for Relationship Manager.
- University graduate, preferably with professional qualifications such as CFP or CFA.
- Minimum of 5 years' banking experience with experiences as an Investment Advisor at Private/Retail Banking.
- Sound technical knowledge of asset allocation & investment products including equities, unit trust, bonds and treasury products, etc.
- Pass in the Hong Kong Securities Institute Licensing Examination.
- Strong self-motivation, able to work independently and under pressure.
- Fluent in Putonghua.
We offer attractive remuneration package to successful candidates. Salaries will be commensurate with qualifications and experience. Please note that only shortlisted candidates will be notified
All data collected will be used for recruitment purpose only & will be used strictly confidential.
Company Info
Wealth Dimensions Consultancy Limited is a well established recruitment firm. We are the expert in recruiting talents for Banking and Finance industry.
| Position | Company | Location | Update |
|---|