仕事概要
| 職種 | 専門職（コンサルタント、金融、不動産、専門サービス）／金融 |
|---|---|
| 業種 | 金融／ 銀行 |
| 雇用形態 | 未分類 |
| ポジションレベル | その他 |
| 募集人数 | 1名 |
| 希望入社時期 | - |
| 必須語学力 |
広東語 （ネイティブレベル） 英語 （流暢に話せるレベル） 中国語 （流暢に話せるレベル） |
| 活かせる語学 | - |
| 勤務時間 | その他 |
| 福利厚生・休暇 |
仕事詳細
Company Overview
Our client is a prestigious bank located in Hong Kong Island, due to expansion in the Private Banking Center, they are now seeking for a Senior Investment Advisor to support the relationship managers for the team.
Job Description
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 Mandarin
面接について
連絡先
Senior Investment Advisor
RGFタレントソリューションズ株式会社
50000 〜 60000 HKD
