Investment Consultant

5 days ago


Hong Kong Island, Hong Kong SAR China PI Business Consulting Limited Full time

Investment Consultant (Banking - Welcome experienced RM to apply) Add expected salary to your profile for insights 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. Main Job Duties: Pairing 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 Support branch sales by providing briefing sessions on investment products Key Requirement: Degree holder in Finance, Business Administration, or related disciplines Holding HKSI 1, 7, 8 Minimum Three years relevant experience from Banking sales Strong interpersonal and leadership skills #J-18808-Ljbffr



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