Senior Investment Consultant

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Bauer Kaiser & Co. Ltd Full time
Job Title: Senior Investment Consultant

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.
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.

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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