Investment Consultant (HK$40K - $50K) (Ref. No.: 27400)
Our Client is a Leading Bank, they are looking for high-caliber persons to fill the position.
工作职责
- As Investment Support and Advisory Role to drive the investment sales business (unit trusts, equity-linked deposit, currency-linked deposit and bonds, FX etc) to Offshore Banking / Private Banking front-line sales staff for meeting the designated sales targets
- Grow the size of the investment customer base through proactive business solicitation
- Provide investment advisory service to existing customers
- Develop investment seminars for prospective high net worth clients
工作要求
- University degree holder is a MUST
- CFA / CPA / CPWP Holder is preferred
- 3 years’ investment advisory and/or investment sales Experience in Offshore Banking / Private Banking OR Asset Management
- RI 1, 4 and HKSI 1, 7, 8 Holder
- An energetic and confident team player with initiative and able to work independently
- Strong analytical, problem-solving skills and able to manage confrontational issues
- Able to exercise judgment, work under great pressure and liaise effectively with the various business units and supporting units
- Excellent command of spoken and written Chinese and English including Cantonese and Putonghua
- 职位编号:
-
27400
- 日期:
-
11/08/2025
- 工作类别:
-
银行业
- 薪金范围:
-
$Neg.
- 学历要求:
-
Degree
- 联络电邮:
-
[email protected]
取消立即申请
