Private Bank, Investment Counsellor, Investment Advisor, Investment Sales Your new company Our client is one of the largest Chinese Private Banks who is now looking for experienced Investment Counsellor to join their fast-growing team.
The successful candidate will be responsible for providing investment support and guidance to clients, prospects, and Relationship Managers.
Your new role Provide investment support, education, and guidance to clients, prospects, and Relationship Managers.
Assess client needs, experience, expectations, and risk tolerance.
Develop comprehensive investment strategies and asset allocation appropriate to clients.
Monitor client portfolios for performance, appropriateness, and opportunity.
What you'll need to succeed Bachelor's degree in Finance or related discipline Minimum 5 years' experience as Investment Counsellor or Product Advisory in Private Banks; Investment Sales in Corporate Banking will also be considered Extensive knowledge in wealth management products and private banking Strong communications with proficiency in Cantonese, Mandarin and English What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to cherry.ho@hays.com.hk, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.
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Chinese Private Bank - Investment Counsellor (up To 100k)
Free
Chinese Private Bank - Investment Counsellor (up To 100k)
Hong Kong, Hong Kong,
Modified September 3, 2024
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Hitachi Rail is a fully integrated, global provider of rail solutions across rolling stock, signalling, operation, service & maintenance, digital technology and turnkey solutions. With a presence in 38 countries across six continents and over 12,000 employees, our mission is to contribute to society through the continuous development of superior rail transport solutions. We are proud of our global achievements, from our world famous bullet trains', to our signalling solutions and turnkey projects, state of the-art traffic management and digital solutions. Drawing on the wider Hitachi Group's market-leading technology and research-and-development capabilities, we strive for industry leading innovations and solutions that can deliver value for customers and sustainable railway systems that benefit wider society.