职务概要
| 职位种类 | 专业服务（咨询/金融/房地产/专业咨询）／金融 |
|---|---|
| 行业类别 | 金融／ 银行 |
| 职位类型 | 未分类 |
| 岗位级别 | 本部长/部门总经理及以上 |
| 招聘人数 | 1 |
| 希望入职时间 | - |
| 必须语言能力 | |
| 希望具备的语言能力 | - |
| 福利待遇和带薪休假 |
详细工作内容
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
关于面试
联络人
Senior Investment Advisor - Private Banking Centre
上海艾杰飞人才管理咨询有限公司（RGF）
50000 〜 80000 HKD
