Investment Consultant, Private Banking (HK$55K - $60K) (Ref. No.: 27119)
Our client, a Leading Bank, is looking for high-caliber person to fill the position.
Job Duties
- As Products Advisory and drive the investment sales business (unit trusts, equity-linked deposit, currency-linked deposit and bonds) to 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 frontline staff through on-the-job coaching and arrange investment seminars for prospective customers
Job Requirements
- University degree holder is a MUST
- CFA / CPA / CPWP Holder is a MUST
- 3 years’ or above as Banking Investment Consultant Position Experience in Private Banking / Retail Banking
- 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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27119
- Date:
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29/11/2024
- Job Category:
-
Banking
- Salary:
-
HK$55K - $60K
- Qualification:
-
Degree
- Apply Email:
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[email protected]
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