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.
Job Duties
- Provide Investment Advisory and Recommendations on Global / Local Market Investment Products for Private Wealth Management and all types of Investment Products 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
- As an Investment Products Specialist to review customers’ asset portfolios with Relationship Managers
- Search and source for appropriate investment products information according to clients’ needs and market conditions
- Proactively communicate investment outlook and ideas to Private Wealth Management clients
Job Requirements
- University degree holder
- CFA, CFP or CPWP is a MUST
- Stable job history in Investment Products 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
- Job No.:
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27028
- Date:
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11/09/2024
- Job Category:
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Banking
- Salary:
-
$Neg.
- Qualification:
-
Degree
- Apply Email:
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[email protected]
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