Job summary
| Job category | Professional (Consulting / Finance / Real Estate / Professional Services)／Finance |
|---|---|
| Industry | Finance／ Bank |
| Employment type | Uncategorized |
| Position level | Director or Above |
| Number of openings | 1 |
| Desired entry time | - |
| Required language skill | |
| Foreign language competence | - |
| Welfares / Leave systems |
Work details
Responsibilities:
•Support relationship managers in maximizing clients’ investment assets and revenues according to clients’ investment needs
•Develop investment products to meet clients’ needs
•Deliver the agreed key performance indicators within specified time frames with high quality
•Prepare the marketing commentary for clients and internal customers on a regular basis
Requirements:
•Degree holder with at least 8 years of relevant experience in private banking and/or wealth management business
•Qualified and experienced under SFO to carry out Type 1 and 4 regulated activities
•Professional designation of CFA, CFP and/or CWMP is preferred
•Strong interpersonal skills to manage a good relationship with clients and peers
•Good command of spoken and written English and Chinese, including fluent Putonghua
About interview
Liaison
Senior Investment Advisor - Private Banking Centre
RGF HR Agent
50000 〜 80000 HKD
