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 | 本部長/経営層レベル |
| 募集人数 | 1名 |
| 希望入社時期 | - |
| 必須語学力 | |
| 活かせる語学 | - |
| 福利厚生・休暇 |
仕事詳細
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
面接について
連絡先
Senior Investment Advisor - Private Banking Centre
RGFタレントソリューションズ株式会社
50000 〜 80000 HKD
