Senior Investment Consultant

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Bauer Kaiser & Co. Ltd Full time

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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