AVP, Asset Allocation Planner

4 days ago


Hong Kong Island, Hong Kong SAR China CMB Wing Lung Bank Limited Full time

AVP, Asset Allocation Planner (Wealth Product Department) Responsible for the implementation of asset allocation services for the institution/team served. Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities. Responsible for referring complex needs to investment consultants, insurance consultants, and trust consultants. Responsible for the production of auxiliary sales materials. Requirements Requirements: Full-time undergraduate or above, majoring in economics, finance, management, marketing, etc. More than 5 years of work experience (inclusive), with experience in customer marketing at frontline. Proficient in wealth management/asset allocation/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities. Active thinking and strong service awareness, customer awareness, learning ability and stress resistance. Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit. (Candidate with more experience will be considered as senior role.) Applicants of this job may be regarded as In-Scope Individuals of the Mandatory Reference Checking Scheme (MRC Scheme). It is a standardised reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). Pursuant to the MRC scheme, our bank will conduct a mandatory reference check by requesting information from each relevant former and current employer of applicants. For more details on the In-Scope Individuals, please visit #J-18808-Ljbffr



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