Senior Investment Consultant

2 months ago


Hong Kong, Hong Kong SAR China Bauer Kaiser & Co. Ltd Full time

On behalf of our client, a leading banking group in Hong Kong and China. We are inviting high calibre team head to apply the following position to develop their career ladder in professional banking services

Key responsibilities:

  • Collabrating with branch sales to strengthen business relationships with Retail / Cross Border / UHNW customers  via portfolio analysis and sharing sales tactics
  • To leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve customers' financial goals by matching their risk appetite
  • Participate in marketing activities ato acquire new and retain existing investment business
  • Support branch sales by providing briefing sessions on investment products

Job requirements:

  • Degree holder in Finance, Business Administration, or related disciplines
  • Holding HKSI 1, 7, 8 and IIQE 1, 2, 3,
  • Minimum Three years relevant experience in Banking sales 
  • Strong interpersonal and leadership skills

 



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