Senior Investment Consultant/ Investment Consultant, Private Banking
7 days ago
Employment Type: Full time
Departments: Private Banking
Job Functions: Asset Management, Dealing & Trading, Product Development & Management
Responsibilities
- Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations.
- Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution.
- Take initiative to provide the latest market information to the private banking customers and relationship managers.
- Actively assist and coach relationship managers, explore customers' needs and sales opportunities.
- Review customers' assets and portfolios with customer relationship managers on a regular basis.
- Obtain quotation and dealing in securities.
Requirement
- University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage.
- Minimum of 5 years' experience in different investment products or private banking.
- Strong self-motivation and ability to work independently.
- Knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs.
- Good understanding of financial markets and regulations.
- Strong communication and presentation skills.
- Proficiency in both English, Cantonese and Putonghua.
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