Senior Investment Consultant
2 weeks ago
Bauer Kaiser & Co. Ltd is seeking a highly skilled Senior Investment Consultant to join our team in Hong Kong and China. As a key member of our professional banking services team, you will be responsible for developing and maintaining strong business relationships with Retail / Cross Border / UHNW customers.
Key Responsibilities:- Collaborate with branch sales teams to strengthen business relationships and identify opportunities for growth.
- Develop and implement wealth management solutions to meet customers' financial goals and risk appetites.
- Participate in marketing activities to acquire new and retain existing investment business.
- Provide briefing sessions on investment products to support branch sales teams.
- 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.
Bauer Kaiser & Co. Ltd offers a dynamic and challenging work environment with opportunities for career growth and development. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
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