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Chinese Private Bank
3 months ago
Private Bank, Investment Counsellor, Investment Advisor, Investment Sales
Your new company
Our client is one of the largest Chinese Private Banks who is now looking for experienced Investment Cousultant to join their fast-growing team. The successful candidate will be responsible for providing investment support and guidance to clients, prospects, and Relationship Managers.
Your new role
- Provide investment support, education, and guidance to clients, prospects, and Relationship Managers.
- Assess client needs, experience, expectations, and risk tolerance.
- Develop comprehensive investment strategies and asset allocation appropriate to clients.
- Monitor client portfolios for performance, appropriateness, and opportunity.
What you'll need to succeed
- Bachelor's degree in Finance or related discipline
- Minimum 5 years' experience as Investment Counsellor or Product Advisory in Private Banks; Investment Sales in Corporate Banking will also be considered
- Extensive knowledge in wealth management products and private banking
- Strong communications with proficiency in Cantonese, Mandarin and English
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to cherry.ho@hays.com.hk, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.
