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Senior Investment Consultant/ Investment Consultant, Private Banking

Hong Kong, Hong Kong
Last update 2024-07-20
Expires 2024-07-20
ID #2237306361
Senior Investment Consultant/ Investment Consultant, Private Banking
Hong Kong, Hong Kong,
Modified July 10, 2024


Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution Take initiative to provide latest market information to the private banking customers and relationship managers Actively assist and coach relationship managers, explore customers' needs and sales opportunities Review customers' assets and portfolios with customer relationship managers on a regular basis Obtain quotation and dealing in securities Requirement University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage Minimum of 5 years' experience in different investment products or private banking Strong self-motivation and ability to work independently knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs Good understanding of financial markets and regulations Strong communication and presentation skills Proficiency in both English, Cantonese and Putonghua #LI-LC1

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Senior investment consultant/ investment consultant, private banking

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