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.
Job Duties
- 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
Job Requirements
- 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
- Job No.:
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27400
- Date:
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11/08/2025
- Job Category:
-
Banking
- Salary:
-
$Neg.
- Qualification:
-
Degree
- Apply Email:
-
[email protected]
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