Investment Advisory, Wealth Management (HK$70K - $80K) (Ref. No.: 27028)
Our Client is a Leading Investment Bank, they are looking for high-caliber persons to fill the position.
工作职责
- Provide Investment Advisory and Recommendations on Global / Local Market Investment Portfolio for Private Wealth Management covering major assets classes with specialty in alternative investment, investment funds, mutual funds, and structured products to high-net worth clients as well as Senior Management and Marketing Team of Wealth Management Section within the Bank
- Search and source for appropriate investment market information according to clients’ needs and market conditions
- Review customers’ asset portfolios with Relationship Managers
- Design marketing sales kit and provide write-up on the features of investment solutions
- Proactively communicate investment outlook and ideas to Private Wealth Management clients
- Prepare market reviews and commentaries on a regular basis for Private Wealth Management Marketing Team
工作要求
- University degree holder
- CFA, CFP or CPWP is a MUST
- Stable job history in Investment Advisory with Private Wealth Management / Private Banking Investment Portfolio and Investment Advisory on Structured Products / Investment Products for Wealth Management with banking / finance sectors
- Excellent communication skills with various business units
- Able to exercise judgment, work under pressure and liaise effectively with the business and supporting units
- Excellent command of spoken and written Chinese and English including Cantonese and Mandarin
- 职位编号:
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27028
- 日期:
-
11/09/2024
- 工作类别:
-
银行业
- 薪金范围:
-
$Neg.
- 学历要求:
-
Degree
- 联络电邮:
-
[email protected]
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