Senior Investment Consultant
1 month ago
Are you a seasoned finance professional looking to take your career to the next level in professional banking services?
We are seeking a high-calibre team head to join our client, a leading banking group in Hong Kong and China, to develop their career ladder in this exciting field.
Key Responsibilities:
- Collaborate with branch sales teams to strengthen business relationships with high-net-worth individuals and corporate clients through portfolio analysis and sales strategy sharing.
- Leverage wealth management solutions such as bonds, structured products, and mutual funds to achieve clients' financial goals by matching their risk appetite.
- Participate in marketing activities to acquire new and retain existing investment business.
- Support branch sales teams by providing briefing sessions on investment products.
Requirements:
- Degree holder in Finance, Business Administration, or related disciplines.
- Holding relevant professional certifications such as HKSI and IIQE.
- Minimum three years of relevant experience in banking sales.
- Strong interpersonal and leadership skills.
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