Investment Consultant – Investment & Advisory, Private Banking

Responsibilities:

• Support revenue-generating activities by working closely with Relationship Managers and Product Managers of Private Banking
• Provide timely advisory service and appropriate investment solutions to Private Bank clients
• Enhance client understanding and promote utilization of the full range of the Company’s products, services, and investment strategies in order to facilitate the investment advisory business
• Ensure strict compliance with all internal policies and procedures, and all regulatory requirements in order to protect the Bank’s interests.
• University degree in business or related disciplines; possession of CFA, CPWP, or similar professional qualifications will be an advantage

 Requirements:

• At least 10 years of work experience in the financial industry with at least 5 years as an Investment Consultant or similar advisory roles in Private Banking
• Good communication and presentation skills
• Good command of written and spoken English and Chinese, especially Mandarin.

 Attractive remuneration and fringe benefits will be offered to the successful candidate.

Interested candidates should apply with a detailed resume and present and expected salaries by clicking the Quick Apply button.

All information received will be treated in strict confidence and used for recruitment purposes only.

Only shortlisted candidates will be notified.